Fidelity Investments’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Fidelity Investments’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
2025 Q1	–	Sell	-1	Closed	-$7	–	5349
2024 Q4	$7	Buy	+1	New	+$7	﹤0.01%	5464
2024 Q2	–	Sell	-1	Closed	-$7	–	5399
2024 Q1	$7	Buy	+1	New	+$6	﹤0.01%	5287
2023 Q1	–	Sell	-1	Closed	-$6	–	5311
2022 Q4	$6	Hold	1	–	–	﹤0.01%	5279
2022 Q3	$0	Buy	+1	New	+$7	﹤0.01%	4898
2021 Q4	–	Sell	-1	Closed	–	–	4386
2021 Q3	$0	Hold	1	–	–	﹤0.01%	4410
2021 Q2	$0	Buy	+1	New	+$11	﹤0.01%	4302
2021 Q1	–	Sell	-1	Closed	–	–	4019
2020 Q4	$0	Buy	+1	New	+$9	﹤0.01%	3859
2020 Q1	–	Sell	-1	Closed	–	–	3668
2019 Q4	$0	Buy	+1	New	+$8	﹤0.01%	3818
2019 Q1	–	Sell	-1	Closed	–	–	3653
2018 Q4	$0	Hold	1	–	–	﹤0.01%	3572
2018 Q3	$0	Buy	+1	New	+$9	﹤0.01%	3534

Other funds holding CHW

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Fidelity Investments's CHW Position: Q1 2025 in Review

Fidelity Investments sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2025, closing a stake of 1 share — an estimated $7 sold.

Fidelity Investments first reported a position in CHW in Q3 2018 and held it in 10 quarters. The position peaked at $7 in Q4 2024. 94 funds tracked by Wall St. Rank hold CHW as of Q1 2025.

Fidelity Investments reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 Calamos Global Dynamic Income Fund share in Q1 2025, an estimated $7.
Fidelity Investments first reported a position in Calamos Global Dynamic Income Fund in Q3 2018 and held it in 10 quarters.
Fidelity Investments's Calamos Global Dynamic Income Fund position peaked at $7 in Q4 2024.
94 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.