Spire Wealth Management’s Callaway Golf Company CALY Stock Holding History

Spire Wealth Management’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
2023 Q2	–	Sell	-471	Closed	-$10.2K	–	2477
2023 Q1	$10.2K	Buy	471 +308	+189%	+$6.98K	﹤0.01%	1836
2022 Q4	$3K	Buy	+163	New	+$3.21K	﹤0.01%	1973
2022 Q1	–	Sell	-64	Closed	-$2K	–	2738
2021 Q4	$2K	Buy	+64	New	+$1.78K	﹤0.01%	2787
2021 Q2	–	Sell	-77	Closed	-$2K	–	2820
2021 Q1	$2K	Buy	+77	New	+$2.18K	﹤0.01%	2863

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Spire Wealth Management's CALY Position: Q2 2023 in Review

Spire Wealth Management sold out of Callaway Golf Company (CALY) in Q2 2023, closing a stake of 471 shares — an estimated $10.2K sold.

Spire Wealth Management first reported a position in CALY in Q1 2021 and held it in 4 quarters. The position peaked at $10.2K in Q1 2023. 315 funds tracked by Wall St. Rank hold CALY as of Q2 2023.

Spire Wealth Management reported no remaining Callaway Golf Company position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 471 Callaway Golf Company shares in Q2 2023, an estimated $10.2K.
Spire Wealth Management first reported a position in Callaway Golf Company in Q1 2021 and held it in 4 quarters.
Spire Wealth Management's Callaway Golf Company position peaked at $10.2K in Q1 2023.
315 funds tracked by Wall St. Rank held Callaway Golf Company as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.