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Heritage Wealth Management (Arizona)’s Acushnet Holdings GOLF Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		– Sell
-3,058
Closed -$202K – 179
2024
Q1 		$202K Buy
+3,058
New +$198K 0.1% 172

Other funds holding GOLF

Kayne Anderson Rudnick Investment Management
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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GOLF Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of Acushnet Holdings (GOLF) in Q2 2024, closing a stake of 3,058 shares — an estimated $202K sold.

Heritage Wealth Management (Arizona) first reported a position in GOLF in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 261 funds tracked by Wall St. Rank hold GOLF as of Q2 2024.

  • Heritage Wealth Management (Arizona) reported no remaining Acushnet Holdings position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 3,058 Acushnet Holdings shares in Q2 2024, an estimated $202K.
  • Heritage Wealth Management (Arizona) first reported a position in Acushnet Holdings in Q1 2024 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Acushnet Holdings position peaked at $202K in Q1 2024.
  • 261 funds tracked by Wall St. Rank held Acushnet Holdings as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.