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Significant Wealth Partners’s Climb Global Solutions CLMB Stock Holding History

Significant Wealth Partners’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
Q1 		– Sell
-83,780
Closed -$1.15M – 155
2023
Q4 		$1.15M Buy
+83,780
New +$1M 0.84% 37

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PAIM
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CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return

Significant Wealth Partners's CLMB Position: Q1 2024 in Review

Significant Wealth Partners sold out of Climb Global Solutions (CLMB) in Q1 2024, closing a stake of 83,780 shares — an estimated $1.15M sold.

Significant Wealth Partners first reported a position in CLMB in Q4 2023 and held it in 1 quarter. The position peaked at $1.15M in Q4 2023. 75 funds tracked by Wall St. Rank hold CLMB as of Q1 2024.

  • Significant Wealth Partners reported no remaining Climb Global Solutions position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 83,780 Climb Global Solutions shares in Q1 2024, an estimated $1.15M.
  • Significant Wealth Partners first reported a position in Climb Global Solutions in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Climb Global Solutions position peaked at $1.15M in Q4 2023.
  • 75 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.