Calamos Advisors
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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Calamos Advisors's XYZ Position: Q3 2022 in Review

Calamos Advisors sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 69,094 shares — an estimated $4.25M sold.

Calamos Advisors first reported a position in XYZ in Q1 2020 and held it in 8 quarters. The position peaked at $5M in Q4 2020. 973 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Calamos Advisors reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Calamos Advisors sold 69,094 Block Inc shares in Q3 2022, an estimated $4.25M.
  • Calamos Advisors first reported a position in Block Inc in Q1 2020 and held it in 8 quarters.
  • Calamos Advisors's Block Inc position peaked at $5M in Q4 2020.
  • 973 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Calamos Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.