CWM
XYZ

Calamos Wealth Management’s Block Inc XYZ Stock Holding History

Calamos Wealth Management’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
2024
Q2 		– Sell
-2,647
Closed -$224K – 337
2024
Q1 		$224K Hold
2,647
– – 0.01% 275
2023
Q4 		$205K Buy
+2,647
New +$150K 0.01% 279
2022
Q3 		– Sell
-36,247
Closed -$2.23M – 340
2022
Q2 		$2.23M Buy
+36,247
New +$3.31M 0.2% 94
2020
Q4 		– Sell
-2,042
Closed -$332K – 290
2020
Q3 		$332K Buy
2,042
+42
+2% +$5.93K 0.04% 222
2020
Q2 		$210K Buy
+2,000
New +$153K 0.03% 252

Other funds holding XYZ

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calamos Wealth Management's XYZ Position: Q2 2024 in Review

Calamos Wealth Management sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 2,647 shares — an estimated $224K sold.

Calamos Wealth Management first reported a position in XYZ in Q2 2020 and held it in 5 quarters. The position peaked at $2.23M in Q2 2022. 999 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Calamos Wealth Management reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Calamos Wealth Management sold 2,647 Block Inc shares in Q2 2024, an estimated $224K.
  • Calamos Wealth Management first reported a position in Block Inc in Q2 2020 and held it in 5 quarters.
  • Calamos Wealth Management's Block Inc position peaked at $2.23M in Q2 2022.
  • 999 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Calamos Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.