VFA
CALY

Valeo Financial Advisors’s Callaway Golf Company CALY Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-1,864
Closed -$33K – 1932
2020
Q2 		$33K Hold
1,864
– – ﹤0.01% 882
2020
Q1 		$22K Sell
1,864
-202
-10% -$3.48K ﹤0.01% 870
2019
Q4 		$44K Sell
2,066
-88
-4% -$1.8K ﹤0.01% 699
2019
Q3 		$42K Sell
2,154
-242
-10% -$4.4K ﹤0.01% 656
2019
Q2 		$41K Sell
2,396
-529
-18% -$8.74K ﹤0.01% 665
2019
Q1 		$47K Buy
+2,925
New +$48.1K 0.01% 571
2018
Q4 		– Sell
-137
Closed -$3K – 1633
2018
Q3 		$3K Buy
+137
New +$2.94K ﹤0.01% 1359

Other funds holding CALY

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Valeo Financial Advisors's CALY Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Callaway Golf Company (CALY) in Q3 2020, closing a stake of 1,864 shares — an estimated $33K sold.

Valeo Financial Advisors first reported a position in CALY in Q3 2018 and held it in 7 quarters. The position peaked at $47K in Q1 2019. 239 funds tracked by Wall St. Rank hold CALY as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Callaway Golf Company position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,864 Callaway Golf Company shares in Q3 2020, an estimated $33K.
  • Valeo Financial Advisors first reported a position in Callaway Golf Company in Q3 2018 and held it in 7 quarters.
  • Valeo Financial Advisors's Callaway Golf Company position peaked at $47K in Q1 2019.
  • 239 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.