SA
CPZ

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

Sanctuary 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
2024
Q3 		– Sell
-49,244
Closed -$765K – 2499
2024
Q2 		$765K Buy
+49,244
New +$757K 0.01% 1354

Other funds holding CPZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sanctuary Advisors's CPZ Position: Q3 2024 in Review

Sanctuary Advisors sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q3 2024, closing a stake of 49,244 shares — an estimated $765K sold.

Sanctuary Advisors first reported a position in CPZ in Q2 2024 and held it in 1 quarter. The position peaked at $765K in Q2 2024. 47 funds tracked by Wall St. Rank hold CPZ as of Q3 2024.

  • Sanctuary Advisors reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q3 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 49,244 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2024, an estimated $765K.
  • Sanctuary Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2024 and held it in 1 quarter.
  • Sanctuary Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $765K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2024.

Based on Sanctuary Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.