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Strata Wealth Advisors’s Acushnet Holdings GOLF Stock Holding History

Strata Wealth Advisors’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
2023
Q1 		$702K Buy
13,776
+7
+0.1% +$340 0.36% 25
2022
Q4 		$585K Buy
+13,769
New +$620K 0.32% 24

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strata Wealth Advisors's GOLF Position: Q1 2023 in Review

Strata Wealth Advisors increased its Acushnet Holdings (GOLF) stake by 0.05% in Q1 2023, buying an estimated $340 and bringing the position to 13,776 shares worth $702K. The position accounts for 0.36% of the portfolio, ranked #25.

Strata Wealth Advisors first reported a position in GOLF in Q4 2022 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold GOLF as of Q1 2023.

  • Strata Wealth Advisors held 13,776 shares of Acushnet Holdings worth $702K as of Q1 2023.
  • Strata Wealth Advisors bought 7 Acushnet Holdings shares in Q1 2023, an estimated $340.
  • Acushnet Holdings made up 0.36% of Strata Wealth Advisors's portfolio in Q1 2023, its #25 holding.
  • Strata Wealth Advisors first reported a position in Acushnet Holdings in Q4 2022 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held Acushnet Holdings as of Q1 2023.

Based on Strata Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.