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GOLF icon

WealthPLAN Partners’s Acushnet Holdings GOLF Stock Holding History

WealthPLAN Partners’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
-275
Closed -$14K – 1317
2023
Q1 		$14K Sell
275
-15,284
-98% -$741K ﹤0.01% 784
2022
Q4 		$774K Buy
+15,559
New +$701K 0.05% 201
2022
Q1 		$625K Sell
15,350
-556
-3% -$25.1K 0.04% 225
2021
Q4 		$743K Sell
15,906
-104
-0.6% -$5.47K 0.05% 208
2021
Q3 		$897K Buy
16,010
+47
+0.3% +$2.39K 0.06% 179
2021
Q2 		$852K Buy
15,963
+50
+0.3% +$2.4K 0.06% 169
2021
Q1 		$679K Buy
15,913
+56
+0.4% +$2.38K 0.05% 190
2020
Q4 		$716K Buy
15,857
+54
+0.3% +$2.02K 0.06% 167
2020
Q3 		$578K Buy
15,803
+19
+0.1% +$669 0.06% 182
2020
Q2 		$560K Sell
15,784
-137
-0.9% -$4.07K 0.06% 173
2020
Q1 		$432K Sell
15,921
-1,778
-10% -$51.1K 0.06% 166
2019
Q4 		$549K Sell
17,699
-99,226
-85% -$2.95M 0.06% 156
2019
Q3 		$3.56M Buy
116,925
+961
+0.8% +$25.2K 0.49% 61
2019
Q2 		$3.01M Sell
115,964
-2,260
-2% -$56.1K 0.45% 65
2019
Q1 		$2.9M Buy
118,224
+1,598
+1% +$37.4K 0.45% 66
2018
Q4 		$2.76M Sell
116,626
-9,207
-7% -$219K 0.44% 70
2018
Q3 		$2.94M Sell
125,833
-1,614
-1% -$41.9K 0.54% 54
2018
Q2 		$3.12M Sell
127,447
-25,148
-16% -$604K 0.64% 46
2018
Q1 		$3.52M Buy
152,595
+3,613
+2% +$78.5K 0.77% 34
2017
Q4 		$3.14M Buy
148,982
+10,135
+7% +$193K 0.84% 31
2017
Q3 		$2.47M Buy
138,847
+22,168
+19% +$392K 0.69% 37
2017
Q2 		$2.31M Buy
+116,679
New +$2.19M 0.66% 41

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

WealthPLAN Partners's GOLF Position: Q2 2023 in Review

WealthPLAN Partners sold out of Acushnet Holdings (GOLF) in Q2 2023, closing a stake of 275 shares — an estimated $14K sold.

WealthPLAN Partners first reported a position in GOLF in Q2 2017 and held it in 22 quarters. The position peaked at $3.56M in Q3 2019. 215 funds tracked by Wall St. Rank hold GOLF as of Q2 2023.

  • WealthPLAN Partners reported no remaining Acushnet Holdings position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 275 Acushnet Holdings shares in Q2 2023, an estimated $14K.
  • WealthPLAN Partners first reported a position in Acushnet Holdings in Q2 2017 and held it in 22 quarters.
  • WealthPLAN Partners's Acushnet Holdings position peaked at $3.56M in Q3 2019.
  • 215 funds tracked by Wall St. Rank held Acushnet Holdings as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.