GSWM
CALY

Golden State Wealth Management’s Callaway Golf Company CALY Stock Holding History

Golden State Wealth 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
2022
Q1 		$1.19M Buy
50,976
+10,309
+25% +$250K 0.23% 85
2021
Q4 		$1.12M Buy
40,667
+8,214
+25% +$228K 0.19% 110
2021
Q3 		$897K Buy
32,453
+9,521
+42% +$290K 0.2% 102
2021
Q2 		$773K Buy
+22,932
New +$737K 0.17% 116

Other funds holding CALY

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Golden State Wealth Management's CALY Position: Q1 2022 in Review

Golden State Wealth Management increased its Callaway Golf Company (CALY) stake by 25% in Q1 2022, buying an estimated $250K and bringing the position to 50,976 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #85.

Golden State Wealth Management first reported a position in CALY in Q2 2021 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold CALY as of Q1 2022.

  • Golden State Wealth Management held 50,976 shares of Callaway Golf Company worth $1.19M as of Q1 2022.
  • Golden State Wealth Management bought 10,309 Callaway Golf Company shares in Q1 2022, an estimated $250K.
  • Callaway Golf Company made up 0.23% of Golden State Wealth Management's portfolio in Q1 2022, its #85 holding.
  • Golden State Wealth Management first reported a position in Callaway Golf Company in Q2 2021 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2022.

Based on Golden State Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.