Calamos Wealth Management’s CDW CDW Stock Holding History

Calamos Wealth Management’s Portfolio CDW Stock Details CDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,290	Closed	-$361K	–	322
2022 Q2	$361K	Sell	2,290 -1,600	-41%	-$269K	0.03%	235
2022 Q1	$696K	Sell	3,890 -3	-0.1%	-$549	0.05%	195
2021 Q4	$797K	Buy	3,893 +3	+0.1%	+$570	0.06%	179
2021 Q3	$708K	Hold	3,890	–	–	0.06%	186
2021 Q2	$679K	Hold	3,890	–	–	0.05%	198
2021 Q1	$645K	Hold	3,890	–	–	0.05%	200
2020 Q4	$513K	Sell	3,890 -200	-5%	-$26.2K	0.05%	207
2020 Q3	$489K	Sell	4,090 -200	-5%	-$22.9K	0.06%	189
2020 Q2	$498K	Hold	4,290	–	–	0.06%	186
2020 Q1	$400K	Hold	4,290	–	–	0.06%	175
2019 Q4	$613K	Sell	4,290 -625	-13%	-$82.7K	0.07%	157
2019 Q3	$606K	Hold	4,915	–	–	0.08%	151
2019 Q2	$546K	Hold	4,915	–	–	0.07%	156
2019 Q1	$474K	Sell	4,915 -77	-2%	-$6.87K	0.07%	160
2018 Q4	$405K	Buy	+4,992	New	+$430K	0.06%	167

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Calamos Wealth Management's CDW Position: Q3 2022 in Review

Calamos Wealth Management sold out of CDW (CDW) in Q3 2022, closing a stake of 2,290 shares — an estimated $361K sold.

Calamos Wealth Management first reported a position in CDW in Q4 2018 and held it in 15 quarters. The position peaked at $797K in Q4 2021. 778 funds tracked by Wall St. Rank hold CDW as of Q3 2022.

Calamos Wealth Management reported no remaining CDW position as of Q3 2022 after selling out during the quarter.
Calamos Wealth Management sold 2,290 CDW shares in Q3 2022, an estimated $361K.
Calamos Wealth Management first reported a position in CDW in Q4 2018 and held it in 15 quarters.
Calamos Wealth Management's CDW position peaked at $797K in Q4 2021.
778 funds tracked by Wall St. Rank held CDW as of Q3 2022.

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