BRWA
CHY

B. Riley Wealth Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

B. Riley 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
2024
Q3 		– Sell
-16,724
Closed -$187K – 1290
2024
Q2 		$187K Buy
16,724
+388
+2% +$4.35K ﹤0.01% 1252
2024
Q1 		$182K Sell
16,336
-655
-4% -$7.72K ﹤0.01% 1290
2023
Q4 		$197K Buy
16,991
+655
+4% +$7.41K 0.01% 1267
2023
Q3 		$182K Sell
16,336
-6,157
-27% -$69.3K ﹤0.01% 1290
2023
Q2 		$253K Sell
22,493
-1,538
-6% -$16.4K 0.01% 1217
2023
Q1 		$262K Buy
24,031
+4,485
+23% +$53.3K 0.01% 1136
2022
Q4 		$208K Buy
19,546
+2,777
+17% +$30.9K 0.01% 1238
2022
Q3 		$170K Buy
16,769
+6,237
+59% +$76.1K 0.01% 1259
2022
Q2 		$118K Buy
10,532
+52
+0.5% +$646 0.01% 1106
2022
Q1 		$148K Sell
10,480
-2,035
-16% -$29.1K ﹤0.01% 1254
2021
Q4 		$203K Buy
12,515
+1,750
+16% +$28.4K 0.01% 1264
2021
Q3 		$169K Buy
10,765
+36
+0.3% +$580 0.01% 1266
2021
Q2 		$176K Buy
+10,729
New +$170K 0.01% 1240
2020
Q1 		– Sell
-15,060
Closed -$172K – 809
2019
Q4 		$172K Sell
15,060
-9,164
-38% -$103K 0.01% 770
2019
Q3 		$267K Sell
24,224
-9,527
-28% -$107K 0.03% 631
2019
Q2 		$373K Buy
+33,751
New +$368K 0.04% 484
2015
Q4 		– Sell
-10,352
Closed -$113K – 574
2015
Q3 		$113K Sell
10,352
-1,240
-11% -$14.8K 0.03% 506
2015
Q2 		$155K Hold
11,592
– – 0.04% 476
2015
Q1 		$164K Hold
11,592
– – 0.04% 479
2014
Q4 		$160 Sell
11,592
-90
-0.8% -$1.27K ﹤0.01% 1487
2014
Q3 		$166K Sell
11,682
-18,382
-61% -$267K 0.04% 535
2014
Q2 		$223K Buy
30,064
+15,098
+101% +$215K 0.05% 416
2014
Q1 		$202K Buy
14,966
+3,792
+34% +$50.8K 0.06% 385
2013
Q4 		$144K Buy
+11,174
New +$143K 0.05% 448

Other funds holding CHY

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
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

B. Riley Wealth Advisors's CHY Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q3 2024, closing a stake of 16,724 shares — an estimated $187K sold.

B. Riley Wealth Advisors first reported a position in CHY in Q4 2013 and held it in 24 quarters. The position peaked at $373K in Q2 2019. 120 funds tracked by Wall St. Rank hold CHY as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,724 Calamos Convertible and High Income Fund shares in Q3 2024, an estimated $187K.
  • B. Riley Wealth Advisors first reported a position in Calamos Convertible and High Income Fund in Q4 2013 and held it in 24 quarters.
  • B. Riley Wealth Advisors's Calamos Convertible and High Income Fund position peaked at $373K in Q2 2019.
  • 120 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.