DOA
CCD

D'Orazio & Associates’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-1,392
Closed -$42K – 195
2021
Q3 		$42K Buy
+1,392
New +$43.2K 0.01% 229

Other funds holding CCD

Wells Fargo
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
GC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

D'Orazio & Associates's CCD Position: Q4 2021 in Review

D'Orazio & Associates sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2021, closing a stake of 1,392 shares — an estimated $42K sold.

D'Orazio & Associates first reported a position in CCD in Q3 2021 and held it in 1 quarter. The position peaked at $42K in Q3 2021. 68 funds tracked by Wall St. Rank hold CCD as of Q4 2021.

  • D'Orazio & Associates reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 1,392 Calamos Dynamic Convertible & Income Fund shares in Q4 2021, an estimated $42K.
  • D'Orazio & Associates first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's Calamos Dynamic Convertible & Income Fund position peaked at $42K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.