Calamos Advisors
WK icon

Calamos Advisors’s Workiva WK Stock Holding History

Calamos Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,664
Closed -$810K – 1008
2025
Q1 		$810K Sell
10,664
-15,762
-60% -$1.49M ﹤0.01% 674
2024
Q4 		$2.89M Buy
+26,426
New +$2.44M 0.01% 571
2023
Q4 		– Sell
-10,837
Closed -$1.1M – 1000
2023
Q3 		$1.1M Sell
10,837
-5,100
-32% -$530K 0.01% 664
2023
Q2 		$1.62M Sell
15,937
-5,513
-26% -$530K 0.01% 669
2023
Q1 		$2.2M Buy
21,450
+17,695
+471% +$1.6M 0.01% 733
2022
Q4 		$315K Buy
+3,755
New +$291K ﹤0.01% 928
2020
Q1 		– Sell
-38,345
Closed -$1.61M – 816
2019
Q4 		$1.61M Sell
38,345
-51,155
-57% -$2.16M 0.01% 632
2019
Q3 		$3.92M Sell
89,500
-34,740
-28% -$1.83M 0.02% 555
2019
Q2 		$7.22M Buy
+124,240
New +$6.66M 0.04% 424
2016
Q3 		– Sell
-24,900
Closed -$340K – 640
2016
Q2 		$340K Sell
24,900
-10,400
-29% -$132K ﹤0.01% 569
2016
Q1 		$411K Buy
35,300
+4,500
+15% +$59.3K ﹤0.01% 561
2015
Q4 		$541K Sell
30,800
-5,700
-16% -$98.5K ﹤0.01% 572
2015
Q3 		$554K Buy
36,500
+1,900
+5% +$27.5K ﹤0.01% 586
2015
Q2 		$479K Buy
+34,600
New +$485K ﹤0.01% 592

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return