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Concord Wealth Partners’s Acushnet Holdings GOLF Stock Holding History

Concord Wealth Partners’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
2023
Q4 		– Sell
-143
Closed -$7.58K – 899
2023
Q3 		$7.58K Buy
+143
New +$8.04K ﹤0.01% 659
2023
Q1 		– Sell
-67
Closed -$2.85K – 1091
2022
Q4 		$2.85K Buy
+67
New +$3.02K ﹤0.01% 877
2022
Q3 		– Sell
-67
Closed -$3K – 545
2022
Q2 		$3K Hold
67
– – ﹤0.01% 940
2022
Q1 		$3K Buy
+67
New +$3.03K ﹤0.01% 1011

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Concord Wealth Partners's GOLF Position: Q4 2023 in Review

Concord Wealth Partners sold out of Acushnet Holdings (GOLF) in Q4 2023, closing a stake of 143 shares — an estimated $7.58K sold.

Concord Wealth Partners first reported a position in GOLF in Q1 2022 and held it in 4 quarters. The position peaked at $7.58K in Q3 2023. 251 funds tracked by Wall St. Rank hold GOLF as of Q4 2023.

  • Concord Wealth Partners reported no remaining Acushnet Holdings position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 143 Acushnet Holdings shares in Q4 2023, an estimated $7.58K.
  • Concord Wealth Partners first reported a position in Acushnet Holdings in Q1 2022 and held it in 4 quarters.
  • Concord Wealth Partners's Acushnet Holdings position peaked at $7.58K in Q3 2023.
  • 251 funds tracked by Wall St. Rank held Acushnet Holdings as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.