Avidian Wealth Enterprises’s Callaway Golf Company CALY Stock Holding History

Avidian Wealth Enterprises’s Portfolio CALY Stock Details CALY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-18,275	Closed	-$395K	–	461
2023 Q1	$395K	Sell	18,275 -2,000	-10%	-$45.3K	0.02%	336
2022 Q4	$400K	Hold	20,275	–	–	0.03%	307
2022 Q3	$390K	Hold	20,275	–	–	0.03%	270
2022 Q2	$414K	Hold	20,275	–	–	0.03%	297
2022 Q1	$475K	Hold	20,275	–	–	0.03%	311
2021 Q4	$556K	Buy	20,275 +2,000	+11%	+$55.6K	0.03%	279
2021 Q3	$505K	Hold	18,275	–	–	0.04%	212
2021 Q2	$616K	Buy	+18,275	New	+$587K	0.05%	186

Other funds holding CALY

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Avidian Wealth Enterprises's CALY Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of Callaway Golf Company (CALY) in Q2 2023, closing a stake of 18,275 shares — an estimated $395K sold.

Avidian Wealth Enterprises first reported a position in CALY in Q2 2021 and held it in 8 quarters. The position peaked at $616K in Q2 2021. 315 funds tracked by Wall St. Rank hold CALY as of Q2 2023.

Avidian Wealth Enterprises reported no remaining Callaway Golf Company position as of Q2 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 18,275 Callaway Golf Company shares in Q2 2023, an estimated $395K.
Avidian Wealth Enterprises first reported a position in Callaway Golf Company in Q2 2021 and held it in 8 quarters.
Avidian Wealth Enterprises's Callaway Golf Company position peaked at $616K in Q2 2021.
315 funds tracked by Wall St. Rank held Callaway Golf Company as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.