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TCI Wealth Advisors’s Acushnet Holdings GOLF Stock Holding History

TCI 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
Q2 		– Sell
-247
Closed -$12.6K – 1023
2023
Q1 		$12.6K Hold
247
– – ﹤0.01% 941
2022
Q4 		$10.5K Sell
247
-1
-0.4% -$45 ﹤0.01% 1042
2022
Q3 		$11K Buy
248
+5
+2% +$240 ﹤0.01% 964
2022
Q2 		$10K Buy
243
+155
+176% +$6.38K ﹤0.01% 1005
2022
Q1 		$4K Sell
88
-18
-17% -$813 ﹤0.01% 1703
2021
Q4 		$6K Hold
106
– – ﹤0.01% 1533
2021
Q3 		$5K Hold
106
– – ﹤0.01% 1590
2021
Q2 		$5K Buy
106
+47
+80% +$2.26K ﹤0.01% 1440
2021
Q1 		$2K Buy
+59
New +$2.51K ﹤0.01% 1753
2019
Q4 		– Sell
-181
Closed -$5K – 1592
2019
Q3 		$5K Buy
+181
New +$4.74K ﹤0.01% 804

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Acushnet Holdings (GOLF) in Q2 2023, closing a stake of 247 shares — an estimated $12.6K sold.

TCI Wealth Advisors first reported a position in GOLF in Q3 2019 and held it in 10 quarters. The position peaked at $12.6K in Q1 2023. 215 funds tracked by Wall St. Rank hold GOLF as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Acushnet Holdings position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 247 Acushnet Holdings shares in Q2 2023, an estimated $12.6K.
  • TCI Wealth Advisors first reported a position in Acushnet Holdings in Q3 2019 and held it in 10 quarters.
  • TCI Wealth Advisors's Acushnet Holdings position peaked at $12.6K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Acushnet Holdings as of Q2 2023.

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