AWA
CPZ

Arkadios Wealth Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Arkadios Wealth Advisors’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
2021
Q3 		– Sell
-8,402
Closed -$174K – 1896
2021
Q2 		$174K Buy
8,402
+105
+1% +$2.17K 0.02% 570
2021
Q1 		$167K Buy
8,297
+121
+1% +$2.26K 0.03% 439
2020
Q4 		$142K Buy
+8,176
New +$133K 0.03% 379

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Arkadios Wealth Advisors's CPZ Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q3 2021, closing a stake of 8,402 shares — an estimated $174K sold.

Arkadios Wealth Advisors first reported a position in CPZ in Q4 2020 and held it in 3 quarters. The position peaked at $174K in Q2 2021. 42 funds tracked by Wall St. Rank hold CPZ as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 8,402 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2021, an estimated $174K.
  • Arkadios Wealth Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $174K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.