Firethorn Wealth Partners’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Firethorn Wealth Partners’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 Q1	–	Sell	-18,310	Closed	-$102K	–	128
2022 Q4	$102K	Buy	18,310 +467	+3%	+$2.73K	0.09%	126
2022 Q3	$108K	Buy	17,843 +4,166	+30%	+$29.6K	0.1%	117
2022 Q2	$102K	Buy	+13,677	New	+$105K	0.08%	123
2022 Q1	–	Sell	-11,777	Closed	-$117K	–	136
2021 Q4	$117K	Buy	+11,777	New	+$119K	0.09%	133
2021 Q2	$124K	Buy	11,307 +221	+2%	+$2.34K	0.1%	125
2021 Q1	$113K	Buy	+11,086	New	+$110K	0.11%	127

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

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

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

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

SFS

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Firethorn Wealth Partners's CHW Position: Q1 2023 in Review

Firethorn Wealth Partners sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2023, closing a stake of 18,310 shares — an estimated $102K sold.

Firethorn Wealth Partners first reported a position in CHW in Q1 2021 and held it in 6 quarters. The position peaked at $124K in Q2 2021. 80 funds tracked by Wall St. Rank hold CHW as of Q1 2023.

Firethorn Wealth Partners reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2023 after selling out during the quarter.
Firethorn Wealth Partners sold 18,310 Calamos Global Dynamic Income Fund shares in Q1 2023, an estimated $102K.
Firethorn Wealth Partners first reported a position in Calamos Global Dynamic Income Fund in Q1 2021 and held it in 6 quarters.
Firethorn Wealth Partners's Calamos Global Dynamic Income Fund position peaked at $124K in Q2 2021.
80 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2023.

Based on Firethorn Wealth Partners's 13F filing for Q1 2023, filed 2 May 2023.