Calamos Wealth Management's Q3 2022 vs. Q4 2022 13F Holdings: Which Stocks Rose and Which Fell?

When it comes to investing, timing can make all the difference. Investment management firms like Calamos Wealth Management LLC regularly analyze their holdings and make adjustments based on market trends and their perception of future outcomes. These moves are documented in their quarterly filings, which show changes in the number of shares and value of each stock held. In this blog post, we'll examine the Q3 2022 vs. Q4 2022 13F holdings comparison of Calamos Wealth Management LLC and explore which stocks rose and which fell.

First, let's take a closer look at the 13F filings from Q3 and Q4 2022. 13F filings provide a quarterly snapshot of institutional investment managers holding more than $100 million in assets under management in the US equity markets. Calamos Wealth Management LLC is just one firm among many that make such filings each quarter.

After analyzing Calamos Wealth Management's most recent 13F filings, we found several changes in their holdings. For example, in Q4 2022, Calamos Wealth Management LLC decreased their holdings of Apple Inc. by 3.9%, while they increased their holdings of Waste Management Inc. by 2.9%. They also increased their holdings of Marsh & McLennan Cos Inc. by 10%, and Chevron Corp. by 23.8%, to name a few.

On the other hand, Calamos Wealth Management decreased their holdings of Amazon.com Inc. by 13.4%, Boston Scientific Corp. by 19%, and Disney Walt Co. by 13.7%. Other notable decreases include their holdings of iShares Bond ETF by 14.1%, Dexcom Inc. by 6%, and Uber Technologies Inc. by 9%.

In terms of percentage changes, iShares Bond ETF saw the largest increase in holdings, with a whopping 421.9% rise. Peloton Interactive Inc. and Oracle Corp. followed closely behind with increases of 15.1% and 1747.2%, respectively. Zoetis Inc. and Tesla, Inc., however, experienced the most significant decreases in their holdings, with a drop of 89.7% and 100%, respectively.

The figures show that Calamos Wealth Management LLC was bullish on Information Technology and Health Care stocks, while reducing holdings in the Consumer and Financial sectors. What do these moves indicate for the future of each company? It's hard to say definitively, but as investment management firms like Calamos Wealth Management LLC are in the business of maximizing returns for their clients, it's reasonable to assume that they made these moves because they believed them to be in their clients' best interest.

In conclusion, we've seen that Calamos Wealth Management LLC has made several notable changes in their holdings between Q3 and Q4 2022. It's clear that they've been bullish on the Information Technology and Health Care sectors, while reducing their holdings in Consumer and Financial companies. Whether these changes will ultimately result in better returns for their investors remains to be seen, but Calamos Wealth Management LLC has a history of success in this area. It'll be interesting to see how their holdings continue to shift in future filings, and how those moves align with market trends and economic data.