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Sowell Financial Services’s Climb Global Solutions CLMB Stock Holding History

Sowell Financial Services’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
2025
Q1 		– Sell
-46,988
Closed -$1.49M – 1014
2024
Q4 		$1.49M Buy
+46,988
New +$1.4M 0.08% 254
2021
Q2 		– Sell
-80
Closed – – 916
2021
Q1 		$0 Hold
80
– – ﹤0.01% 3126
2020
Q4 		$0 Buy
+80
New +$426 ﹤0.01% 2708

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GVIC
Global Value Investment Corporation Milwaukee, Wisconsin $61.5M AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sowell Financial Services's CLMB Position: Q1 2025 in Review

Sowell Financial Services sold out of Climb Global Solutions (CLMB) in Q1 2025, closing a stake of 46,988 shares — an estimated $1.49M sold.

Sowell Financial Services first reported a position in CLMB in Q4 2020 and held it in 3 quarters. The position peaked at $1.49M in Q4 2024. 129 funds tracked by Wall St. Rank hold CLMB as of Q1 2025.

  • Sowell Financial Services reported no remaining Climb Global Solutions position as of Q1 2025 after selling out during the quarter.
  • Sowell Financial Services sold 46,988 Climb Global Solutions shares in Q1 2025, an estimated $1.49M.
  • Sowell Financial Services first reported a position in Climb Global Solutions in Q4 2020 and held it in 3 quarters.
  • Sowell Financial Services's Climb Global Solutions position peaked at $1.49M in Q4 2024.
  • 129 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2025.

Based on Sowell Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.