Atlas Private Wealth Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-2,020	Closed	-$61K	–	236
2021 Q3	$61K	Hold	2,020	–	–	0.03%	218
2021 Q2	$63K	Hold	2,020	–	–	0.03%	212
2021 Q1	$65K	Buy	2,020 +170	+9%	+$5.28K	0.04%	208
2020 Q4	$52K	Buy	1,850 +600	+48%	+$15.5K	0.03%	216
2020 Q3	$29K	Hold	1,250	–	–	0.02%	259
2020 Q2	$26K	Buy	+1,250	New	+$23.5K	0.02%	287

Other funds holding CCD

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

AAM

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

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

DADC

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Atlas Private Wealth Advisors's CCD Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2021, closing a stake of 2,020 shares — an estimated $61K sold.

Atlas Private Wealth Advisors first reported a position in CCD in Q2 2020 and held it in 6 quarters. The position peaked at $65K in Q1 2021. 68 funds tracked by Wall St. Rank hold CCD as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,020 Calamos Dynamic Convertible & Income Fund shares in Q4 2021, an estimated $61K.
Atlas Private Wealth Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $65K in Q1 2021.
68 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.