BIA
CALY

Bell Investment Advisors’s Callaway Golf Company CALY Stock Holding History

Bell Investment Advisors’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
2024
Q4 		– Sell
-25
Closed -$275 – 1931
2024
Q3 		$275 Hold
25
– – ﹤0.01% 1844
2024
Q2 		$383 Hold
25
– – ﹤0.01% 1880
2024
Q1 		$405 Hold
25
– – ﹤0.01% 1866
2023
Q4 		$359 Hold
25
– – ﹤0.01% 1880
2023
Q3 		$346 Buy
+25
New +$439 ﹤0.01% 1881
2022
Q4 		– Sell
-26
Closed -$1K – 1992
2022
Q3 		$1K Hold
26
– – ﹤0.01% 1482
2022
Q2 		$1K Buy
+26
New +$559 ﹤0.01% 1502
2021
Q4 		– Sell
-15
Closed – – 1888
2021
Q3 		$0 Buy
+15
New +$456 ﹤0.01% 1789

Other funds holding CALY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell Investment Advisors's CALY Position: Q4 2024 in Review

Bell Investment Advisors sold out of Callaway Golf Company (CALY) in Q4 2024, closing a stake of 25 shares — an estimated $275 sold.

Bell Investment Advisors first reported a position in CALY in Q3 2021 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 291 funds tracked by Wall St. Rank hold CALY as of Q4 2024.

  • Bell Investment Advisors reported no remaining Callaway Golf Company position as of Q4 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 25 Callaway Golf Company shares in Q4 2024, an estimated $275.
  • Bell Investment Advisors first reported a position in Callaway Golf Company in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's Callaway Golf Company position peaked at $1K in Q3 2022.
  • 291 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.