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Castle Wealth Management’s Acushnet Holdings GOLF Stock Holding History

Castle 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
Q4 		– Sell
-921
Closed -$40K – 316
2022
Q3 		$40K Hold
921
– – 0.02% 238
2022
Q2 		$38K Buy
+921
New +$37.9K 0.02% 246

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Castle Wealth Management's GOLF Position: Q4 2022 in Review

Castle Wealth Management sold out of Acushnet Holdings (GOLF) in Q4 2022, closing a stake of 921 shares — an estimated $40K sold.

Castle Wealth Management first reported a position in GOLF in Q2 2022 and held it in 2 quarters. The position peaked at $40K in Q3 2022. 198 funds tracked by Wall St. Rank hold GOLF as of Q4 2022.

  • Castle Wealth Management reported no remaining Acushnet Holdings position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 921 Acushnet Holdings shares in Q4 2022, an estimated $40K.
  • Castle Wealth Management first reported a position in Acushnet Holdings in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Acushnet Holdings position peaked at $40K in Q3 2022.
  • 198 funds tracked by Wall St. Rank held Acushnet Holdings as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.