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BDO Wealth Advisors’s Climb Global Solutions CLMB Stock Holding History

BDO Wealth Advisors’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
2020
Q2 		– Sell
-41,436
Closed -$132K – 702
2020
Q1 		$132K Buy
+41,436
New +$158K 0.03% 243

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $154M AUM 25.1% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

BDO Wealth Advisors's CLMB Position: Q2 2020 in Review

BDO Wealth Advisors sold out of Climb Global Solutions (CLMB) in Q2 2020, closing a stake of 41,436 shares — an estimated $132K sold.

BDO Wealth Advisors first reported a position in CLMB in Q1 2020 and held it in 1 quarter. The position peaked at $132K in Q1 2020. 26 funds tracked by Wall St. Rank hold CLMB as of Q2 2020.

  • BDO Wealth Advisors reported no remaining Climb Global Solutions position as of Q2 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 41,436 Climb Global Solutions shares in Q2 2020, an estimated $132K.
  • BDO Wealth Advisors first reported a position in Climb Global Solutions in Q1 2020 and held it in 1 quarter.
  • BDO Wealth Advisors's Climb Global Solutions position peaked at $132K in Q1 2020.
  • 26 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.