TWA
CALY

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

TCI 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
2023
Q2 		– Sell
-392
Closed -$8.48K – 1424
2023
Q1 		$8.48K Buy
392
+202
+106% +$4.58K ﹤0.01% 1187
2022
Q4 		$3.75K Sell
190
-348
-65% -$6.86K ﹤0.01% 1718
2022
Q3 		$10K Buy
538
+182
+51% +$4.02K ﹤0.01% 1024
2022
Q2 		$7K Buy
356
+172
+93% +$3.7K ﹤0.01% 1258
2022
Q1 		$4K Sell
184
-272
-60% -$6.6K ﹤0.01% 1740
2021
Q4 		$13K Buy
456
+59
+15% +$1.64K ﹤0.01% 978
2021
Q3 		$11K Buy
397
+82
+26% +$2.5K ﹤0.01% 1041
2021
Q2 		$11K Buy
315
+31
+11% +$996 ﹤0.01% 912
2021
Q1 		$8K Buy
284
+100
+54% +$2.83K ﹤0.01% 994
2020
Q4 		$4K Hold
184
– – ﹤0.01% 986
2020
Q3 		$4K Hold
184
– – ﹤0.01% 861
2020
Q2 		$3K Hold
184
– – ﹤0.01% 927
2020
Q1 		$2K Buy
+184
New +$3.17K ﹤0.01% 1041
2018
Q4 		– Sell
-24
Closed -$1K – 1565
2018
Q3 		$1K Sell
24
-49
-67% -$1.05K ﹤0.01% 1268
2018
Q2 		$1K Buy
+73
New +$1.34K ﹤0.01% 1329

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TCI Wealth Advisors's CALY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Callaway Golf Company (CALY) in Q2 2023, closing a stake of 392 shares — an estimated $8.48K sold.

TCI Wealth Advisors first reported a position in CALY in Q2 2018 and held it in 15 quarters. The position peaked at $13K in Q4 2021. 315 funds tracked by Wall St. Rank hold CALY as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Callaway Golf Company position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 392 Callaway Golf Company shares in Q2 2023, an estimated $8.48K.
  • TCI Wealth Advisors first reported a position in Callaway Golf Company in Q2 2018 and held it in 15 quarters.
  • TCI Wealth Advisors's Callaway Golf Company position peaked at $13K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Callaway Golf Company as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.