Financial Gravity Asset Management’s Callaway Golf Company CALY Stock Holding History

Financial Gravity Asset Management’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 Q1	–	Sell	-20	Closed	-$765	–	1449
2022 Q4	$765	Buy	20 +1	+5%	+$20	﹤0.01%	722
2022 Q3	$13	Buy	+19	New	+$420	﹤0.01%	746
2020 Q2	–	Sell	-40	Closed	-$404	–	545
2020 Q1	$404	Sell	40 -1	-2%	-$17	﹤0.01%	588
2019 Q4	$21K	Buy	41 +2	+5%	+$41	0.01%	996
2019 Q3	$1K	Buy	39 +3	+8%	+$54	﹤0.01%	1066
2019 Q2	$1K	Buy	36 +10	+38%	+$165	﹤0.01%	1088
2019 Q1	$0	Buy	+26	New	+$428	﹤0.01%	1458
2018 Q3	$1K	Buy	59 +13	+28%	+$279	﹤0.01%	1189
2018 Q2	$1K	Sell	46 -116	-72%	-$2.12K	﹤0.01%	1213
2018 Q1	$3K	Buy	+162	New	+$2.47K	﹤0.01%	863

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Financial Gravity Asset Management's CALY Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Callaway Golf Company (CALY) in Q1 2023, closing a stake of 20 shares — an estimated $765 sold.

Financial Gravity Asset Management first reported a position in CALY in Q1 2018 and held it in 10 quarters. The position peaked at $21K in Q4 2019. 333 funds tracked by Wall St. Rank hold CALY as of Q1 2023.

Financial Gravity Asset Management reported no remaining Callaway Golf Company position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 20 Callaway Golf Company shares in Q1 2023, an estimated $765.
Financial Gravity Asset Management first reported a position in Callaway Golf Company in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's Callaway Golf Company position peaked at $21K in Q4 2019.
333 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.