Atlas Private Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Atlas Private Wealth Advisors’s Portfolio CSQ Stock Details CSQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,897	Closed	-$34K	–	271
2021 Q3	$34K	Buy	1,897 +15	+0.8%	+$276	0.02%	275
2021 Q2	$34K	Buy	1,882 +15	+0.8%	+$267	0.02%	278
2021 Q1	$32K	Buy	1,867 +15	+0.8%	+$246	0.02%	289
2020 Q4	$29K	Buy	1,852 +16	+0.9%	+$233	0.02%	285
2020 Q3	$25K	Buy	1,836 +17	+0.9%	+$229	0.02%	281
2020 Q2	$23K	Buy	+1,819	New	+$20.9K	0.02%	299

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

RJA

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

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2021, closing a stake of 1,897 shares — an estimated $34K sold.

Atlas Private Wealth Advisors first reported a position in CSQ in Q2 2020 and held it in 6 quarters. The position peaked at $34K in Q3 2021. 168 funds tracked by Wall St. Rank hold CSQ as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Calamos Strategic Total Return Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,897 Calamos Strategic Total Return Fund shares in Q4 2021, an estimated $34K.
Atlas Private Wealth Advisors first reported a position in Calamos Strategic Total Return Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Calamos Strategic Total Return Fund position peaked at $34K in Q3 2021.
168 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2021.

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