AWM
CCD

Avior Wealth Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Avior Wealth Management’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
2022
Q2 		– Sell
-650
Closed -$16K – 1073
2022
Q1 		$16K Hold
650
– – ﹤0.01% 750
2021
Q4 		$20K Hold
650
– – ﹤0.01% 700
2021
Q3 		$19K Buy
+650
New +$20.2K ﹤0.01% 673

Other funds holding CCD

Wells Fargo
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
GC
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avior Wealth Management's CCD Position: Q2 2022 in Review

Avior Wealth Management sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2022, closing a stake of 650 shares — an estimated $16K sold.

Avior Wealth Management first reported a position in CCD in Q3 2021 and held it in 3 quarters. The position peaked at $20K in Q4 2021. 54 funds tracked by Wall St. Rank hold CCD as of Q2 2022.

  • Avior Wealth Management reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2022 after selling out during the quarter.
  • Avior Wealth Management sold 650 Calamos Dynamic Convertible & Income Fund shares in Q2 2022, an estimated $16K.
  • Avior Wealth Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2021 and held it in 3 quarters.
  • Avior Wealth Management's Calamos Dynamic Convertible & Income Fund position peaked at $20K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2022.

Based on Avior Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.