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Advisor Group’s Climb Global Solutions CLMB Stock Holding History

Advisor Group’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2K Hold
400
– – ﹤0.01% 4959
2019
Q3 		$2K Hold
400
– – ﹤0.01% 4949
2019
Q2 		$1K Buy
+400
New +$1.18K ﹤0.01% 5080

Other funds holding CLMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Advisor Group's CLMB Position: Q4 2019 in Review

Advisor Group held its Climb Global Solutions (CLMB) position steady in Q4 2019 at 400 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #4959.

Advisor Group first reported a position in CLMB in Q2 2019 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold CLMB as of Q4 2019.

  • Advisor Group held 400 shares of Climb Global Solutions worth $2K as of Q4 2019.
  • Advisor Group left its Climb Global Solutions share count unchanged in Q4 2019.
  • Climb Global Solutions made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4959 holding.
  • Advisor Group first reported a position in Climb Global Solutions in Q2 2019 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Climb Global Solutions as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.