AAP
CHW

Arax Advisory Partners’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Arax Advisory 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
2022
Q2 		– Sell
-3,537
Closed -$31K – 1169
2022
Q1 		$31K Buy
3,537
+23
+0.7% +$208 ﹤0.01% 522
2021
Q4 		$35K Buy
3,514
+1,014
+41% +$10.2K ﹤0.01% 500
2021
Q3 		$24K Hold
2,500
– – ﹤0.01% 539
2021
Q2 		$27K Buy
+2,500
New +$26.5K ﹤0.01% 548

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arax Advisory Partners's CHW Position: Q2 2022 in Review

Arax Advisory Partners sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2022, closing a stake of 3,537 shares — an estimated $31K sold.

Arax Advisory Partners first reported a position in CHW in Q2 2021 and held it in 4 quarters. The position peaked at $35K in Q4 2021. 66 funds tracked by Wall St. Rank hold CHW as of Q2 2022.

  • Arax Advisory Partners reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2022 after selling out during the quarter.
  • Arax Advisory Partners sold 3,537 Calamos Global Dynamic Income Fund shares in Q2 2022, an estimated $31K.
  • Arax Advisory Partners first reported a position in Calamos Global Dynamic Income Fund in Q2 2021 and held it in 4 quarters.
  • Arax Advisory Partners's Calamos Global Dynamic Income Fund position peaked at $35K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2022.

Based on Arax Advisory Partners's 13F filing for Q2 2022, filed 22 Aug 2022.