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Merit Financial Group’s Climb Global Solutions CLMB Stock Holding History

Merit Financial 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
2024
Q4 		– Sell
-13,492
Closed -$336K – 1156
2024
Q3 		$336K Sell
13,492
-1,372
-9% -$27.5K 0.01% 647
2024
Q2 		$233K Buy
14,864
+756
+5% +$11.5K 0.01% 809
2024
Q1 		$208K Sell
14,108
-1,808
-11% -$27.2K ﹤0.01% 807
2023
Q4 		$218K Buy
+15,916
New +$190K 0.01% 705

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

Merit Financial Group's CLMB Position: Q4 2024 in Review

Merit Financial Group sold out of Climb Global Solutions (CLMB) in Q4 2024, closing a stake of 13,492 shares — an estimated $336K sold.

Merit Financial Group first reported a position in CLMB in Q4 2023 and held it in 4 quarters. The position peaked at $336K in Q3 2024. 124 funds tracked by Wall St. Rank hold CLMB as of Q4 2024.

  • Merit Financial Group reported no remaining Climb Global Solutions position as of Q4 2024 after selling out during the quarter.
  • Merit Financial Group sold 13,492 Climb Global Solutions shares in Q4 2024, an estimated $336K.
  • Merit Financial Group first reported a position in Climb Global Solutions in Q4 2023 and held it in 4 quarters.
  • Merit Financial Group's Climb Global Solutions position peaked at $336K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Climb Global Solutions as of Q4 2024.

Based on Merit Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.