Next Financial Group’s Callaway Golf Company CALY Stock Holding History

Next Financial Group’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
2021 Q4	$7K	Buy	265 +4	+2%	+$111	﹤0.01%	2325
2021 Q3	$7K	Buy	+261	New	+$7.94K	﹤0.01%	2154
2020 Q2	–	Sell	-81	Closed	-$1K	–	1377
2020 Q1	$1K	Buy	+81	New	+$1.4K	﹤0.01%	2026
2019 Q4	–	Sell	-2,500	Closed	-$49K	–	2476
2019 Q3	$49K	Buy	+2,500	New	+$45.4K	0.01%	1152
2014 Q4	–	Sell	-500	Closed	-$4K	–	2164
2014 Q3	$4K	Hold	500	–	–	﹤0.01%	2150
2014 Q2	$4K	Buy	+500	New	+$4.3K	﹤0.01%	985

Other funds holding CALY

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Next Financial Group's CALY Position: Q4 2021 in Review

Next Financial Group increased its Callaway Golf Company (CALY) stake by 1.5% in Q4 2021, buying an estimated $111 and bringing the position to 265 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

Next Financial Group first reported a position in CALY in Q2 2014 and has held it in 6 quarters since. The position peaked at $49K in Q3 2019. 330 funds tracked by Wall St. Rank hold CALY as of Q4 2021.

Next Financial Group held 265 shares of Callaway Golf Company worth $7K as of Q4 2021.
Next Financial Group bought 4 Callaway Golf Company shares in Q4 2021, an estimated $111.
Callaway Golf Company made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2325 holding.
Next Financial Group first reported a position in Callaway Golf Company in Q2 2014 and has held it in 6 quarters since.
Next Financial Group's Callaway Golf Company position peaked at $49K in Q3 2019.
330 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.