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Clearstead Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Clearstead Advisors’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
2023
Q4 		– Sell
-1,200
Closed -$6.65K – 1534
2023
Q3 		$6.65K Buy
+1,200
New +$7.16K ﹤0.01% 1047
2022
Q2 		– Sell
-3,107
Closed -$28K – 1301
2022
Q1 		$28K Hold
3,107
– – ﹤0.01% 785
2021
Q4 		$31K Buy
+3,107
New +$31.3K ﹤0.01% 730

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Clearstead Advisors's CHW Position: Q4 2023 in Review

Clearstead Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2023, closing a stake of 1,200 shares — an estimated $6.65K sold.

Clearstead Advisors first reported a position in CHW in Q4 2021 and held it in 3 quarters. The position peaked at $31K in Q4 2021. 87 funds tracked by Wall St. Rank hold CHW as of Q4 2023.

  • Clearstead Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2023 after selling out during the quarter.
  • Clearstead Advisors sold 1,200 Calamos Global Dynamic Income Fund shares in Q4 2023, an estimated $6.65K.
  • Clearstead Advisors first reported a position in Calamos Global Dynamic Income Fund in Q4 2021 and held it in 3 quarters.
  • Clearstead Advisors's Calamos Global Dynamic Income Fund position peaked at $31K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.