IWA
CALY

Intercontinental Wealth Advisors’s Callaway Golf Company CALY Stock Holding History

Intercontinental Wealth Advisors’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
2020
Q1 		– Sell
-695
Closed -$15K – 253
2019
Q4 		$15K Sell
695
-905
-57% -$18.5K 0.01% 246
2019
Q3 		$31K Hold
1,600
– – 0.02% 247
2019
Q2 		$27K Hold
1,600
– – 0.01% 251
2019
Q1 		$25K Hold
1,600
– – 0.01% 283
2018
Q4 		$24K Buy
+1,600
New +$32K 0.01% 288

Other funds holding CALY

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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intercontinental Wealth Advisors's CALY Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Callaway Golf Company (CALY) in Q1 2020, closing a stake of 695 shares — an estimated $15K sold.

Intercontinental Wealth Advisors first reported a position in CALY in Q4 2018 and held it in 5 quarters. The position peaked at $31K in Q3 2019. 233 funds tracked by Wall St. Rank hold CALY as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Callaway Golf Company position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 695 Callaway Golf Company shares in Q1 2020, an estimated $15K.
  • Intercontinental Wealth Advisors first reported a position in Callaway Golf Company in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's Callaway Golf Company position peaked at $31K in Q3 2019.
  • 233 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.