CAS
CHY

Coppell Advisory Solutions’s Calamos Convertible and High Income Fund CHY Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-996
Closed -$11.8K – 1998
2024
Q3 		$11.8K Buy
+996
New +$11.5K ﹤0.01% 1029
2023
Q4 		$17.2K Buy
+1,500
New +$17K ﹤0.01% 785

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Coppell Advisory Solutions's CHY Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2024, closing a stake of 996 shares — an estimated $11.8K sold.

Coppell Advisory Solutions first reported a position in CHY in Q4 2023 and held it in 2 quarters. The position peaked at $17.2K in Q4 2023. 125 funds tracked by Wall St. Rank hold CHY as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Calamos Convertible and High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 996 Calamos Convertible and High Income Fund shares in Q4 2024, an estimated $11.8K.
  • Coppell Advisory Solutions first reported a position in Calamos Convertible and High Income Fund in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's Calamos Convertible and High Income Fund position peaked at $17.2K in Q4 2023.
  • 125 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.