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

Redmont 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	-34,690	Closed	-$531K	–	335
2024 Q2	$531K	Sell	34,690 -14,269	-29%	-$223K	0.83%	35
2024 Q1	$792K	Buy	48,959 +3,751	+8%	+$53.3K	1.1%	27
2023 Q4	$648K	Buy	45,208 +16,828	+59%	+$216K	0.94%	35
2023 Q3	$393K	Sell	28,380 -1,858	-6%	-$32.6K	0.69%	49
2023 Q2	$600K	Buy	30,238 +2,334	+8%	+$46.7K	1.03%	25
2023 Q1	$603K	Buy	27,904 +903	+3%	+$20.5K	1.22%	18
2022 Q4	$533K	Buy	+27,001	New	+$532K	0.63%	43

Other funds holding CALY

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 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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Redmont Wealth Advisors sold out of Callaway Golf Company (CALY) in Q3 2024, closing a stake of 34,690 shares — an estimated $531K sold.

Redmont Wealth Advisors first reported a position in CALY in Q4 2022 and held it in 7 quarters. The position peaked at $792K in Q1 2024. 295 funds tracked by Wall St. Rank hold CALY as of Q3 2024.

Redmont Wealth Advisors reported no remaining Callaway Golf Company position as of Q3 2024 after selling out during the quarter.
Redmont Wealth Advisors sold 34,690 Callaway Golf Company shares in Q3 2024, an estimated $531K.
Redmont Wealth Advisors first reported a position in Callaway Golf Company in Q4 2022 and held it in 7 quarters.
Redmont Wealth Advisors's Callaway Golf Company position peaked at $792K in Q1 2024.
295 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2024.

Based on Redmont Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.