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

Tradition 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
2024 Q1	–	Sell	-441	Closed	-$6K	–	878
2023 Q4	$6K	Sell	441 -29	-6%	-$373	﹤0.01%	1114
2023 Q3	$7K	Buy	+470	New	+$8.25K	﹤0.01%	1094
2022 Q4	–	Sell	-1,043	Closed	-$20K	–	1189
2022 Q3	$20K	Hold	1,043	–	–	﹤0.01%	761
2022 Q2	$21K	Hold	1,043	–	–	﹤0.01%	637
2022 Q1	$24K	Sell	1,043 -425	-29%	-$10.3K	﹤0.01%	675
2021 Q4	$40K	Hold	1,468	–	–	0.01%	584
2021 Q3	$41K	Hold	1,468	–	–	0.01%	556
2021 Q2	$50K	Buy	1,468 +427	+41%	+$13.7K	0.01%	524
2021 Q1	$28K	Buy	1,041 +8	+0.8%	+$226	﹤0.01%	562
2020 Q4	$25K	Buy	+1,033	New	+$21.1K	﹤0.01%	546

Other funds holding CALY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tradition Wealth Management's CALY Position: Q1 2024 in Review

Tradition Wealth Management sold out of Callaway Golf Company (CALY) in Q1 2024, closing a stake of 441 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in CALY in Q4 2020 and held it in 10 quarters. The position peaked at $50K in Q2 2021. 295 funds tracked by Wall St. Rank hold CALY as of Q1 2024.

Tradition Wealth Management reported no remaining Callaway Golf Company position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 441 Callaway Golf Company shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in Callaway Golf Company in Q4 2020 and held it in 10 quarters.
Tradition Wealth Management's Callaway Golf Company position peaked at $50K in Q2 2021.
295 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.