Gerber Kawasaki Wealth & Investment Management’s Callaway Golf Company CALY Stock Holding History

Gerber Kawasaki Wealth & Investment 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	-2,500	Closed	-$49.4K	–	261
2022 Q4	$49.4K	Buy	+2,500	New	+$49.3K	﹤0.01%	246
2021 Q3	–	Sell	-51	Closed	-$52K	–	1215
2021 Q2	$52K	Sell	51 -23	-31%	-$739	0.01%	244
2021 Q1	$39K	Buy	74 +32	+76%	+$905	﹤0.01%	218
2020 Q4	$25K	Buy	+42	New	+$857	﹤0.01%	177

Other funds holding CALY

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CALY Position: Q3 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Callaway Golf Company (CALY) in Q3 2023, closing a stake of 39,507 shares — an estimated $784K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CALY in Q4 2020 and held it in 11 quarters. The position peaked at $11.5M in Q3 2021. 317 funds tracked by Wall St. Rank hold CALY as of Q3 2023.

Gerber Kawasaki Wealth & Investment Management reported no remaining Callaway Golf Company position as of Q3 2023 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 39,507 Callaway Golf Company shares in Q3 2023, an estimated $784K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Callaway Golf Company in Q4 2020 and held it in 11 quarters.
Gerber Kawasaki Wealth & Investment Management's Callaway Golf Company position peaked at $11.5M in Q3 2021.
317 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.