NECFA
CALY

New England Capital Financial Advisors’s Callaway Golf Company CALY Stock Holding History

New England Capital Financial 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
2023
Q2 		– Sell
-100
Closed -$2.16K – 419
2023
Q1 		$2.16K Hold
100
– – ﹤0.01% 339
2022
Q4 		$2.3K Buy
+100
New +$1.97K ﹤0.01% 337

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

New England Capital Financial Advisors's CALY Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Callaway Golf Company (CALY) in Q2 2023, closing a stake of 100 shares — an estimated $2.16K sold.

New England Capital Financial Advisors first reported a position in CALY in Q4 2022 and held it in 2 quarters. The position peaked at $2.3K in Q4 2022. 315 funds tracked by Wall St. Rank hold CALY as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Callaway Golf Company position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 100 Callaway Golf Company shares in Q2 2023, an estimated $2.16K.
  • New England Capital Financial Advisors first reported a position in Callaway Golf Company in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Callaway Golf Company position peaked at $2.3K in Q4 2022.
  • 315 funds tracked by Wall St. Rank held Callaway Golf Company as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.