BCWM
GOLF icon

Bartlett & Co Wealth Management’s Acushnet Holdings GOLF Stock Holding History

Bartlett & Co Wealth Management’s Portfolio GOLF Stock Details GOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-219
Closed -$9.13K – 1225
2022
Q2 		$9.13K Buy
+219
New +$9.02K ﹤0.01% 885
2021
Q4 		– Sell
-68
Closed -$3.18K – 581
2021
Q3 		$3.18K Buy
+68
New +$3.46K ﹤0.01% 820

Other funds holding GOLF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bartlett & Co Wealth Management's GOLF Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Acushnet Holdings (GOLF) in Q3 2022, closing a stake of 219 shares — an estimated $9.13K sold.

Bartlett & Co Wealth Management first reported a position in GOLF in Q3 2021 and held it in 2 quarters. The position peaked at $9.13K in Q2 2022. 191 funds tracked by Wall St. Rank hold GOLF as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Acushnet Holdings position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 219 Acushnet Holdings shares in Q3 2022, an estimated $9.13K.
  • Bartlett & Co Wealth Management first reported a position in Acushnet Holdings in Q3 2021 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Acushnet Holdings position peaked at $9.13K in Q2 2022.
  • 191 funds tracked by Wall St. Rank held Acushnet Holdings as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.