Valmark Advisers’s Callaway Golf Company CALY Stock Holding History

Valmark Advisers’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	-25,532	Closed	-$552K	–	485
2023 Q1	$552K	Buy	+25,532	New	+$579K	0.01%	309

Other funds holding CALY

PEP

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

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

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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Valmark Advisers's CALY Position: Q2 2023 in Review

Valmark Advisers sold out of Callaway Golf Company (CALY) in Q2 2023, closing a stake of 25,532 shares — an estimated $552K sold.

Valmark Advisers first reported a position in CALY in Q1 2023 and held it in 1 quarter. The position peaked at $552K in Q1 2023. 315 funds tracked by Wall St. Rank hold CALY as of Q2 2023.

Valmark Advisers reported no remaining Callaway Golf Company position as of Q2 2023 after selling out during the quarter.
Valmark Advisers sold 25,532 Callaway Golf Company shares in Q2 2023, an estimated $552K.
Valmark Advisers first reported a position in Callaway Golf Company in Q1 2023 and held it in 1 quarter.
Valmark Advisers's Callaway Golf Company position peaked at $552K in Q1 2023.
315 funds tracked by Wall St. Rank held Callaway Golf Company as of Q2 2023.

Based on Valmark Advisers's 13F filing for Q2 2023, filed 3 Aug 2023.