Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Climb Global Solutions CLMB Stock Holding History

Cambridge Investment Research 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
2022
Q1 		– Sell
-39,736
Closed -$349K – 3183
2021
Q4 		$349K Sell
39,736
-20,684
-34% -$157K ﹤0.01% 2395
2021
Q3 		$407K Sell
60,420
-1,764
-3% -$12K ﹤0.01% 2207
2021
Q2 		$389K Buy
62,184
+3,816
+7% +$24.6K ﹤0.01% 2263
2021
Q1 		$367K Buy
+58,368
New +$312K ﹤0.01% 2139

Other funds holding CLMB

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cambridge Investment Research Advisors's CLMB Position: Q1 2022 in Review

Cambridge Investment Research Advisors sold out of Climb Global Solutions (CLMB) in Q1 2022, closing a stake of 39,736 shares — an estimated $349K sold.

Cambridge Investment Research Advisors first reported a position in CLMB in Q1 2021 and held it in 4 quarters. The position peaked at $407K in Q3 2021. 27 funds tracked by Wall St. Rank hold CLMB as of Q1 2022.

  • Cambridge Investment Research Advisors reported no remaining Climb Global Solutions position as of Q1 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 39,736 Climb Global Solutions shares in Q1 2022, an estimated $349K.
  • Cambridge Investment Research Advisors first reported a position in Climb Global Solutions in Q1 2021 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's Climb Global Solutions position peaked at $407K in Q3 2021.
  • 27 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2022, filed 12 May 2022.