Ahrens Investment Partners’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Ahrens Investment Partners’s Portfolio CCD Stock Details CCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$29.9K	Buy	+1,405	New	+$31.3K	0.01%	400
2022 Q3	–	Sell	-4,488	Closed	-$96K	–	274
2022 Q2	$96K	Buy	4,488 +1,464	+48%	+$34.5K	0.04%	232
2022 Q1	$78K	Sell	3,024 -1,405	-32%	-$37.7K	0.02%	312
2021 Q4	$139K	Sell	4,429 -3,356	-43%	-$106K	0.06%	241
2021 Q3	$237K	Sell	7,785 -1,435	-16%	-$44.5K	0.11%	178
2021 Q2	$287K	Buy	9,220 +1,110	+14%	+$35.4K	0.13%	168
2021 Q1	$259K	Sell	8,110 -500	-6%	-$15.5K	0.13%	159
2020 Q4	$243K	Sell	8,610 -9,210	-52%	-$238K	0.13%	146
2020 Q3	$408K	Buy	+17,820	New	+$404K	0.27%	86

Other funds holding CCD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Ahrens Investment Partners's CCD Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2023: 1,405 shares worth $29.9K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CCD as recently as Q2 2022.

Ahrens Investment Partners first reported a position in CCD in Q3 2020 and has held it in 9 quarters since. The position peaked at $408K in Q3 2020. 56 funds tracked by Wall St. Rank hold CCD as of Q1 2023.

Ahrens Investment Partners held 1,405 shares of Calamos Dynamic Convertible & Income Fund worth $29.9K as of Q1 2023.
Calamos Dynamic Convertible & Income Fund was a new Ahrens Investment Partners position in Q1 2023.
Calamos Dynamic Convertible & Income Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #400 holding.
Ahrens Investment Partners first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2020 and has held it in 9 quarters since.
Ahrens Investment Partners's Calamos Dynamic Convertible & Income Fund position peaked at $408K in Q3 2020.
56 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.