Core Wealth Advisors (Florida)’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Core Wealth Advisors (Florida)’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
2022 Q1	–	Sell	-1,300	Closed	-$41K	–	198
2021 Q4	$41K	Hold	1,300	–	–	0.02%	98
2021 Q3	$40K	Hold	1,300	–	–	0.03%	87
2021 Q2	$41K	Hold	1,300	–	–	0.03%	77
2021 Q1	$42K	Hold	1,300	–	–	0.04%	67
2020 Q4	$37K	Buy	+1,300	New	+$33.7K	0.03%	65

Other funds holding CCD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Core Wealth Advisors (Florida)'s CCD Position: Q1 2022 in Review

Core Wealth Advisors (Florida) sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2022, closing a stake of 1,300 shares — an estimated $41K sold.

Core Wealth Advisors (Florida) first reported a position in CCD in Q4 2020 and held it in 5 quarters. The position peaked at $42K in Q1 2021. 65 funds tracked by Wall St. Rank hold CCD as of Q1 2022.

Core Wealth Advisors (Florida) reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q1 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 1,300 Calamos Dynamic Convertible & Income Fund shares in Q1 2022, an estimated $41K.
Core Wealth Advisors (Florida) first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2020 and held it in 5 quarters.
Core Wealth Advisors (Florida)'s Calamos Dynamic Convertible & Income Fund position peaked at $42K in Q1 2021.
65 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2022, filed 16 May 2022.