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Sheaff Brock Investment Advisors’s CrowdStrike CRWD Stock Holding History

Sheaff Brock Investment 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 		– Hold
0
– -$342K – 464
2024
Q4 		– Hold
0
– – – 311

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sheaff Brock Investment Advisors's CRWD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its CrowdStrike (CRWD) stake by 5.7% in Q1 2025, buying an estimated $85.4K and bringing the position to 16,704 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #135.

Sheaff Brock Investment Advisors first reported a position in CRWD in Q3 2020 and has held it in 19 quarters since. 1,820 funds tracked by Wall St. Rank hold CRWD as of Q1 2025.

  • Sheaff Brock Investment Advisors held 16,704 shares of CrowdStrike worth $1.47M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 896 CrowdStrike shares in Q1 2025, an estimated $85.4K.
  • CrowdStrike made up 0.14% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #135 holding.
  • Sheaff Brock Investment Advisors first reported a position in CrowdStrike in Q3 2020 and has held it in 19 quarters since.
  • 1,820 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.