San Luis Wealth Advisors’s CrowdStrike CRWD Stock Holding History

San Luis Wealth Advisors’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,772	Closed	-$237K	–	140
2024 Q4	$237K	Sell	2,772 -100	-3%	-$8.31K	0.04%	132
2024 Q3	$201K	Buy	+2,872	New	+$204K	0.04%	134
2022 Q2	–	Sell	-1,568	Closed	-$80K	–	149
2022 Q1	$80K	Buy	+1,568	New	+$73.1K	0.04%	206

Other funds holding CRWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

San Luis Wealth Advisors's CRWD Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of CrowdStrike (CRWD) in Q1 2025, closing a stake of 2,772 shares — an estimated $237K sold.

San Luis Wealth Advisors first reported a position in CRWD in Q1 2022 and held it in 3 quarters. The position peaked at $237K in Q4 2024. 1,819 funds tracked by Wall St. Rank hold CRWD as of Q1 2025.

San Luis Wealth Advisors reported no remaining CrowdStrike position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 2,772 CrowdStrike shares in Q1 2025, an estimated $237K.
San Luis Wealth Advisors first reported a position in CrowdStrike in Q1 2022 and held it in 3 quarters.
San Luis Wealth Advisors's CrowdStrike position peaked at $237K in Q4 2024.
1,819 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.