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

Atlas Private 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
2021 Q4	–	Sell	-3,325	Closed	-$52K	–	248
2021 Q3	$52K	Hold	3,325	–	–	0.03%	229
2021 Q2	$54K	Hold	3,325	–	–	0.03%	223
2021 Q1	$50K	Hold	3,325	–	–	0.03%	231
2020 Q4	$47K	Hold	3,325	–	–	0.03%	225
2020 Q3	$39K	Hold	3,325	–	–	0.03%	232
2020 Q2	$38K	Buy	+3,325	New	+$34K	0.03%	238

Other funds holding CHY

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2021, closing a stake of 3,325 shares — an estimated $52K sold.

Atlas Private Wealth Advisors first reported a position in CHY in Q2 2020 and held it in 6 quarters. The position peaked at $54K in Q2 2021. 108 funds tracked by Wall St. Rank hold CHY as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,325 Calamos Convertible and High Income Fund shares in Q4 2021, an estimated $52K.
Atlas Private Wealth Advisors first reported a position in Calamos Convertible and High Income Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Calamos Convertible and High Income Fund position peaked at $54K in Q2 2021.
108 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2021.

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