RPWA
CALY

Regent Peak Wealth Advisors’s Callaway Golf Company CALY Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-60
Closed -$1K – 653
2020
Q4 		$1K Buy
+60
New +$1.22K ﹤0.01% 955

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
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Regent Peak Wealth Advisors's CALY Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Callaway Golf Company (CALY) in Q1 2021, closing a stake of 60 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in CALY in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 297 funds tracked by Wall St. Rank hold CALY as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Callaway Golf Company position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 60 Callaway Golf Company shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Callaway Golf Company in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Callaway Golf Company position peaked at $1K in Q4 2020.
  • 297 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.