Calamos Advisors
XYZ

Calamos Advisors’s Block Inc XYZ Stock Holding History

Calamos Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-69,094
Closed -$4.25M – 1351
2022
Q2 		$4.25M Buy
+69,094
New +$6.31M 0.02% 765
2021
Q4 		– Sell
-19,697
Closed -$4.72M – 1179
2021
Q3 		$4.72M Sell
19,697
-103
-0.5% -$26.5K 0.02% 633
2021
Q2 		$4.83M Buy
19,800
+150
+0.8% +$34.8K 0.02% 583
2021
Q1 		$4.46M Sell
19,650
-3,299
-14% -$772K 0.02% 559
2020
Q4 		$5M Hold
22,949
– – 0.03% 497
2020
Q3 		$3.73M Buy
22,949
+14,399
+168% +$2.03M 0.02% 501
2020
Q2 		$897K Buy
8,550
+4,450
+109% +$341K 0.01% 643
2020
Q1 		$215K Buy
+4,100
New +$280K ﹤0.01% 683

Other funds holding XYZ

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return