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Capital Performance Advisors’s Climb Global Solutions CLMB Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-32
Closed -$796 – 664
2024
Q3 		$796 Buy
+32
New +$640 ﹤0.01% 2026

Other funds holding CLMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GVIC
Global Value Investment Corporation Milwaukee, Wisconsin $61.5M AUM 18.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's CLMB Position: Q4 2024 in Review

Capital Performance Advisors sold out of Climb Global Solutions (CLMB) in Q4 2024, closing a stake of 32 shares — an estimated $796 sold.

Capital Performance Advisors first reported a position in CLMB in Q3 2024 and held it in 1 quarter. The position peaked at $796 in Q3 2024. 124 funds tracked by Wall St. Rank hold CLMB as of Q4 2024.

  • Capital Performance Advisors reported no remaining Climb Global Solutions position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 32 Climb Global Solutions shares in Q4 2024, an estimated $796.
  • Capital Performance Advisors first reported a position in Climb Global Solutions in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Climb Global Solutions position peaked at $796 in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Climb Global Solutions as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.