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Avior Wealth Management’s Climb Global Solutions CLMB Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-4
Closed -$70 – 2541
2024
Q1 		$70 Buy
+4
New +$60 ﹤0.01% 3342

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PAIM
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WA
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DLP
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
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BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's CLMB Position: Q2 2024 in Review

Avior Wealth Management sold out of Climb Global Solutions (CLMB) in Q2 2024, closing a stake of 4 shares — an estimated $70 sold.

Avior Wealth Management first reported a position in CLMB in Q1 2024 and held it in 1 quarter. The position peaked at $70 in Q1 2024. 82 funds tracked by Wall St. Rank hold CLMB as of Q2 2024.

  • Avior Wealth Management reported no remaining Climb Global Solutions position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Climb Global Solutions shares in Q2 2024, an estimated $70.
  • Avior Wealth Management first reported a position in Climb Global Solutions in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Climb Global Solutions position peaked at $70 in Q1 2024.
  • 82 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.