CWC
CHW icon

Carolinas Wealth Consulting’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Carolinas Wealth Consulting’s Portfolio CHW Stock Details CHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,200
Closed -$8.6K – 1066
2024
Q3 		$8.6K Hold
1,200
– – ﹤0.01% 584
2024
Q2 		$8.23K Hold
1,200
– – ﹤0.01% 584
2024
Q1 		$7.81K Buy
+1,200
New +$7.32K ﹤0.01% 593

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Carolinas Wealth Consulting's CHW Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2024, closing a stake of 1,200 shares — an estimated $8.6K sold.

Carolinas Wealth Consulting first reported a position in CHW in Q1 2024 and held it in 3 quarters. The position peaked at $8.6K in Q3 2024. 93 funds tracked by Wall St. Rank hold CHW as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,200 Calamos Global Dynamic Income Fund shares in Q4 2024, an estimated $8.6K.
  • Carolinas Wealth Consulting first reported a position in Calamos Global Dynamic Income Fund in Q1 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Calamos Global Dynamic Income Fund position peaked at $8.6K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.