Calamos Wealth Management’s Equinor EQNR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-27,582	Closed	-$988K	–	319
2022 Q4	$988K	Sell	27,582 -8,479	-24%	-$304K	0.08%	142
2022 Q3	$1.19M	Sell	36,061 -3,357	-9%	-$121K	0.1%	123
2022 Q2	$1.37M	Sell	39,418 -2,004	-5%	-$71.6K	0.12%	120
2022 Q1	$1.55M	Sell	41,422 -12,954	-24%	-$403K	0.12%	125
2021 Q4	$1.43M	Buy	+54,376	New	+$1.44M	0.1%	132

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Calamos Wealth Management's EQNR Position: Q1 2023 in Review

Calamos Wealth Management sold out of Equinor (EQNR) in Q1 2023, closing a stake of 27,582 shares — an estimated $988K sold.

Calamos Wealth Management first reported a position in EQNR in Q4 2021 and held it in 5 quarters. The position peaked at $1.55M in Q1 2022. 339 funds tracked by Wall St. Rank hold EQNR as of Q1 2023.

Calamos Wealth Management reported no remaining Equinor position as of Q1 2023 after selling out during the quarter.
Calamos Wealth Management sold 27,582 Equinor shares in Q1 2023, an estimated $988K.
Calamos Wealth Management first reported a position in Equinor in Q4 2021 and held it in 5 quarters.
Calamos Wealth Management's Equinor position peaked at $1.55M in Q1 2022.
339 funds tracked by Wall St. Rank held Equinor as of Q1 2023.

Based on Calamos Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.