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KWM
Kolinsky Wealth Management’s
Acushnet Holdings
GOLF
Stock Holding History
Kolinsky Wealth Management’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
Q4
$457K
Hold
6,434
–
–
0.28%
76
2024
Q3
$410K
Buy
6,434
+13
+0.2%
+$858
0.27%
84
2024
Q2
$408K
Sell
6,421
-863
-12%
-$55K
0.29%
74
2024
Q1
$480K
Buy
7,284
+7
+0.1%
+$453
0.37%
64
2023
Q4
$460K
Sell
7,277
-24
-0.3%
-$1.35K
0.4%
59
2023
Q3
$387K
Buy
7,301
+80
+1%
+$4.5K
0.38%
64
2023
Q2
$401K
Buy
7,221
+469
+7%
+$23.2K
0.38%
66
2023
Q1
$344K
Buy
6,752
+19
+0.3%
+$922
0.37%
67
2022
Q4
$286K
Buy
6,733
+74
+1%
+$3.33K
0.33%
81
2022
Q3
$290K
Buy
6,659
+31
+0.5%
+$1.49K
0.36%
66
2022
Q2
$276K
Hold
6,628
–
–
0.33%
79
2022
Q1
$267K
Sell
6,628
-1,082
-14%
-$48.9K
0.26%
100
2021
Q4
$409K
Buy
+7,710
New
+$405K
0.38%
53
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1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
BlackRock
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$5.7T AUM
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1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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