Legacy Financial Group (Iowa)
CALY

Legacy Financial Group (Iowa)’s Callaway Golf Company CALY Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-25
Closed -$346 – 326
2023
Q3 		$346 Buy
+25
New +$439 ﹤0.01% 545

Other funds holding CALY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Group (Iowa)'s CALY Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Callaway Golf Company (CALY) in Q4 2023, closing a stake of 25 shares — an estimated $346 sold.

Legacy Financial Group (Iowa) first reported a position in CALY in Q3 2023 and held it in 1 quarter. The position peaked at $346 in Q3 2023. 311 funds tracked by Wall St. Rank hold CALY as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Callaway Golf Company position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 25 Callaway Golf Company shares in Q4 2023, an estimated $346.
  • Legacy Financial Group (Iowa) first reported a position in Callaway Golf Company in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Callaway Golf Company position peaked at $346 in Q3 2023.
  • 311 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.