RIA
CPZ

Realta Investment Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Realta Investment Advisors’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,107
Closed -$229K – 476
2022
Q4 		$229K Sell
15,107
-4,527
-23% -$70.4K 0.06% 362
2022
Q3 		$294K Buy
19,634
+1,608
+9% +$27.4K 0.08% 287
2022
Q2 		$296K Buy
+18,026
New +$324K 0.07% 272

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Realta Investment Advisors's CPZ Position: Q1 2023 in Review

Realta Investment Advisors sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q1 2023, closing a stake of 15,107 shares — an estimated $229K sold.

Realta Investment Advisors first reported a position in CPZ in Q2 2022 and held it in 3 quarters. The position peaked at $296K in Q2 2022. 48 funds tracked by Wall St. Rank hold CPZ as of Q1 2023.

  • Realta Investment Advisors reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 15,107 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2023, an estimated $229K.
  • Realta Investment Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2022 and held it in 3 quarters.
  • Realta Investment Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $296K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.