AWA
CHY

Aquire Wealth Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Aquire Wealth Advisors’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
2024
Q2 		– Sell
-75,306
Closed -$889K – 44
2024
Q1 		$889K Buy
+75,306
New +$887K 0.31% 27

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Aquire Wealth Advisors's CHY Position: Q2 2024 in Review

Aquire Wealth Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2024, closing a stake of 75,306 shares — an estimated $889K sold.

Aquire Wealth Advisors first reported a position in CHY in Q1 2024 and held it in 1 quarter. The position peaked at $889K in Q1 2024. 122 funds tracked by Wall St. Rank hold CHY as of Q2 2024.

  • Aquire Wealth Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q2 2024 after selling out during the quarter.
  • Aquire Wealth Advisors sold 75,306 Calamos Convertible and High Income Fund shares in Q2 2024, an estimated $889K.
  • Aquire Wealth Advisors first reported a position in Calamos Convertible and High Income Fund in Q1 2024 and held it in 1 quarter.
  • Aquire Wealth Advisors's Calamos Convertible and High Income Fund position peaked at $889K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2024.

Based on Aquire Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.