OWA
CALY

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

Opal 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
2024
Q3 		– Sell
-24
Closed -$368 – 805
2024
Q2 		$368 Sell
24
-25
-51% -$391 ﹤0.01% 1189
2024
Q1 		$793 Buy
+49
New +$696 ﹤0.01% 318

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Opal Wealth Advisors's CALY Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Callaway Golf Company (CALY) in Q3 2024, closing a stake of 24 shares — an estimated $368 sold.

Opal Wealth Advisors first reported a position in CALY in Q1 2024 and held it in 2 quarters. The position peaked at $793 in Q1 2024. 295 funds tracked by Wall St. Rank hold CALY as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Callaway Golf Company position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 24 Callaway Golf Company shares in Q3 2024, an estimated $368.
  • Opal Wealth Advisors first reported a position in Callaway Golf Company in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Callaway Golf Company position peaked at $793 in Q1 2024.
  • 295 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.