AWM
CHW

Accurate Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Accurate Wealth Management’s Portfolio CHW Stock Details CHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$5.84K – 450
2022
Q4 		$5.84K Buy
+1,000
New +$5.84K ﹤0.01% 984

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Accurate Wealth Management's CHW Position: Q1 2023 in Review

Accurate Wealth Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2023, closing a stake of 1,000 shares — an estimated $5.84K sold.

Accurate Wealth Management first reported a position in CHW in Q4 2022 and held it in 1 quarter. The position peaked at $5.84K in Q4 2022. 80 funds tracked by Wall St. Rank hold CHW as of Q1 2023.

  • Accurate Wealth Management reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,000 Calamos Global Dynamic Income Fund shares in Q1 2023, an estimated $5.84K.
  • Accurate Wealth Management first reported a position in Calamos Global Dynamic Income Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Calamos Global Dynamic Income Fund position peaked at $5.84K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.