AWM
CPZ

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

Avior Wealth Management’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
2024
Q2 		– Sell
-26,860
Closed -$414K – 2580
2024
Q1 		$414K Buy
+26,860
New +$403K 0.02% 502

Other funds holding CPZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avior Wealth Management's CPZ Position: Q2 2024 in Review

Avior Wealth Management sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2024, closing a stake of 26,860 shares — an estimated $414K sold.

Avior Wealth Management first reported a position in CPZ in Q1 2024 and held it in 1 quarter. The position peaked at $414K in Q1 2024. 49 funds tracked by Wall St. Rank hold CPZ as of Q2 2024.

  • Avior Wealth Management reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 26,860 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2024, an estimated $414K.
  • Avior Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $414K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.