SFC
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Strategic Financial Concepts’s Acushnet Holdings GOLF Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-18,195
Closed -$250 – 422
2024
Q2 		$250 Buy
+18,195
New +$1.16M ﹤0.01% 701

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Strategic Financial Concepts's GOLF Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Acushnet Holdings (GOLF) in Q3 2024, closing a stake of 18,195 shares — an estimated $250 sold.

Strategic Financial Concepts first reported a position in GOLF in Q2 2024 and held it in 1 quarter. The position peaked at $250 in Q2 2024. 279 funds tracked by Wall St. Rank hold GOLF as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Acushnet Holdings position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 18,195 Acushnet Holdings shares in Q3 2024, an estimated $250.
  • Strategic Financial Concepts first reported a position in Acushnet Holdings in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Acushnet Holdings position peaked at $250 in Q2 2024.
  • 279 funds tracked by Wall St. Rank held Acushnet Holdings as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.