AIP
CHY

Ahrens Investment Partners’s Calamos Convertible and High Income Fund CHY Stock Holding History

Ahrens Investment Partners’s Portfolio CHY Stock Details CHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$17.5K Buy
+1,607
New +$19.1K 0.01% 494
2022
Q3 		– Sell
-1,484
Closed -$17K – 286
2022
Q2 		$17K Sell
1,484
-763
-34% -$9.47K 0.01% 526
2022
Q1 		$32K Sell
2,247
-1,870
-45% -$26.8K 0.01% 496
2021
Q4 		$67K Buy
+4,117
New +$66.8K 0.03% 357

Other funds holding CHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ahrens Investment Partners opened a new position in Calamos Convertible and High Income Fund (CHY) in Q1 2023: 1,607 shares worth $17.5K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CHY as recently as Q2 2022.

Ahrens Investment Partners first reported a position in CHY in Q4 2021 and has held it in 4 quarters since. The position peaked at $67K in Q4 2021. 117 funds tracked by Wall St. Rank hold CHY as of Q1 2023.

  • Ahrens Investment Partners held 1,607 shares of Calamos Convertible and High Income Fund worth $17.5K as of Q1 2023.
  • Calamos Convertible and High Income Fund was a new Ahrens Investment Partners position in Q1 2023.
  • Calamos Convertible and High Income Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #494 holding.
  • Ahrens Investment Partners first reported a position in Calamos Convertible and High Income Fund in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Calamos Convertible and High Income Fund position peaked at $67K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2023.

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