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Phillips Wealth Planners’s Acushnet Holdings GOLF Stock Holding History

Phillips Wealth Planners’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
2025
Q1 		– Sell
-3,113
Closed -$222K – 182
2024
Q4 		$222K Sell
3,113
-46
-1% -$3.12K 0.22% 162
2024
Q3 		$204K Buy
+3,159
New +$208K 0.2% 188
2024
Q1 		– Sell
-3,219
Closed -$204K – 180
2023
Q4 		$204K Buy
+3,219
New +$181K 0.25% 150

Other funds holding GOLF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Phillips Wealth Planners's GOLF Position: Q1 2025 in Review

Phillips Wealth Planners sold out of Acushnet Holdings (GOLF) in Q1 2025, closing a stake of 3,113 shares — an estimated $222K sold.

Phillips Wealth Planners first reported a position in GOLF in Q4 2023 and held it in 3 quarters. The position peaked at $222K in Q4 2024. 301 funds tracked by Wall St. Rank hold GOLF as of Q1 2025.

  • Phillips Wealth Planners reported no remaining Acushnet Holdings position as of Q1 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 3,113 Acushnet Holdings shares in Q1 2025, an estimated $222K.
  • Phillips Wealth Planners first reported a position in Acushnet Holdings in Q4 2023 and held it in 3 quarters.
  • Phillips Wealth Planners's Acushnet Holdings position peaked at $222K in Q4 2024.
  • 301 funds tracked by Wall St. Rank held Acushnet Holdings as of Q1 2025.

Based on Phillips Wealth Planners's 13F filing for Q1 2025, filed 23 Apr 2025.