AIP
CPZ

Ahrens Investment Partners’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Ahrens Investment Partners’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$177K Buy
11,452
+218
+2% +$3.5K 0.09% 161
2022
Q4 		$171K Buy
11,234
+299
+3% +$4.65K 0.08% 163
2022
Q3 		$163K Sell
10,935
-48
-0.4% -$819 0.09% 148
2022
Q2 		$181K Buy
10,983
+162
+1% +$2.92K 0.08% 165
2022
Q1 		$220K Buy
10,821
+9,604
+789% +$194K 0.07% 171
2021
Q4 		$24K Buy
+1,217
New +$24.4K 0.01% 538

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Ahrens Investment Partners's CPZ Position: Q1 2023 in Review

Ahrens Investment Partners increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 1.9% in Q1 2023, buying an estimated $3.5K and bringing the position to 11,452 shares worth $177K. The position accounts for 0.09% of the portfolio, ranked #161.

Ahrens Investment Partners first reported a position in CPZ in Q4 2021 and has held it in 6 quarters since. The position peaked at $220K in Q1 2022. 48 funds tracked by Wall St. Rank hold CPZ as of Q1 2023.

  • Ahrens Investment Partners held 11,452 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $177K as of Q1 2023.
  • Ahrens Investment Partners bought 218 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2023, an estimated $3.5K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.09% of Ahrens Investment Partners's portfolio in Q1 2023, its #161 holding.
  • Ahrens Investment Partners first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2021 and has held it in 6 quarters since.
  • Ahrens Investment Partners's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $220K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.