WR Wealth Planners’s Callaway Golf Company CALY Stock Holding History

WR Wealth Planners’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 Q4	$1.97K	Sell	251 -4,150	-94%	-$37.7K	﹤0.01%	860
2024 Q3	$48.3K	Hold	4,401	–	–	0.01%	344
2024 Q2	$67.3K	Buy	4,401 +238	+6%	+$3.72K	0.02%	297
2024 Q1	$67.3K	Buy	+4,163	New	+$59.2K	0.02%	296
2023 Q4	–	Sell	-4,033	Closed	-$55.8K	–	597
2023 Q3	$55.8K	Buy	4,033 +3,000	+290%	+$52.6K	0.02%	305
2023 Q2	$20.5K	Buy	1,033 +1,020	+7,846%	+$20.4K	0.01%	427
2023 Q1	$281	Hold	13	–	–	﹤0.01%	877
2022 Q4	$257	Hold	13	–	–	﹤0.01%	469
2022 Q3	$250	Hold	13	–	–	﹤0.01%	473
2022 Q2	$265	Buy	13 +12	+1,200%	+$258	﹤0.01%	495
2022 Q1	$23	Buy	+1	New	+$24	﹤0.01%	515

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

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

WR Wealth Planners's CALY Position: Q4 2024 in Review

WR Wealth Planners reduced its Callaway Golf Company (CALY) stake by 94% in Q4 2024, selling an estimated $37.7K and leaving 251 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

WR Wealth Planners first reported a position in CALY in Q1 2022 and has held it in 11 quarters since. The position peaked at $67.3K in Q2 2024. 291 funds tracked by Wall St. Rank hold CALY as of Q4 2024.

WR Wealth Planners held 251 shares of Callaway Golf Company worth $1.97K as of Q4 2024.
WR Wealth Planners sold 4,150 Callaway Golf Company shares in Q4 2024, an estimated $37.7K.
Callaway Golf Company made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #860 holding.
WR Wealth Planners first reported a position in Callaway Golf Company in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Callaway Golf Company position peaked at $67.3K in Q2 2024.
291 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.