Carson Wealth (CWM LLC)
CCD

Carson Wealth (CWM LLC)’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q3 		– Sell
-41
Closed -$1K – 4856
2024
Q2 		$1K Buy
+41
New +$910 ﹤0.01% 4329
2023
Q3 		– Sell
-800
Closed -$17K – 4205
2023
Q2 		$17K Buy
+800
New +$17.9K ﹤0.01% 2736

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CCD Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q3 2024, closing a stake of 41 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CCD in Q2 2023 and held it in 2 quarters. The position peaked at $17K in Q2 2023. 67 funds tracked by Wall St. Rank hold CCD as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 41 Calamos Dynamic Convertible & Income Fund shares in Q3 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Calamos Dynamic Convertible & Income Fund position peaked at $17K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.