AIP
CHW

Ahrens Investment Partners’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Ahrens Investment Partners’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 		$61.4K Buy
10,272
+254
+3% +$1.54K 0.03% 291
2022
Q4 		$55.9K Buy
+10,018
New +$58.6K 0.03% 173
2022
Q3 		– Sell
-9,482
Closed -$65K – 285
2022
Q2 		$65K Buy
9,482
+196
+2% +$1.5K 0.03% 286
2022
Q1 		$82K Buy
9,286
+6,954
+298% +$62.9K 0.03% 307
2021
Q4 		$23K Buy
+2,332
New +$23.5K 0.01% 546

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Ahrens Investment Partners increased its Calamos Global Dynamic Income Fund (CHW) stake by 2.5% in Q1 2023, buying an estimated $1.54K and bringing the position to 10,272 shares worth $61.4K. The position accounts for 0.03% of the portfolio, ranked #291.

Ahrens Investment Partners first reported a position in CHW in Q4 2021 and has held it in 5 quarters since. The position peaked at $82K in Q1 2022. 80 funds tracked by Wall St. Rank hold CHW as of Q1 2023.

  • Ahrens Investment Partners held 10,272 shares of Calamos Global Dynamic Income Fund worth $61.4K as of Q1 2023.
  • Ahrens Investment Partners bought 254 Calamos Global Dynamic Income Fund shares in Q1 2023, an estimated $1.54K.
  • Calamos Global Dynamic Income Fund made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #291 holding.
  • Ahrens Investment Partners first reported a position in Calamos Global Dynamic Income Fund in Q4 2021 and has held it in 5 quarters since.
  • Ahrens Investment Partners's Calamos Global Dynamic Income Fund position peaked at $82K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2023.

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