First Personal Financial Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

First Personal Financial Services’s Portfolio CSQ Stock Details CSQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$12.7K	Hold	732	–	–	﹤0.01%	292
2024 Q2	$12.3K	Hold	732	–	–	﹤0.01%	263
2024 Q1	$12K	Sell	732 -1,464	-67%	-$22.9K	﹤0.01%	269
2023 Q4	$32.7K	Hold	2,196	–	–	0.01%	231
2023 Q3	$30.9K	Hold	2,196	–	–	0.01%	232
2023 Q2	$32.4K	Hold	2,196	–	–	0.01%	238
2023 Q1	$30.7K	Hold	2,196	–	–	0.01%	249
2022 Q4	$29.5K	Hold	2,196	–	–	0.01%	259
2022 Q3	$27K	Buy	+2,196	New	+$31.7K	0.01%	260
2022 Q1	–	Sell	-42	Closed	-$1K	–	341
2021 Q4	$1K	Buy	+42	New	+$791	﹤0.01%	330

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

RJFSA

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

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

First Personal Financial Services's CSQ Position: Q3 2024 in Review

First Personal Financial Services held its Calamos Strategic Total Return Fund (CSQ) position steady in Q3 2024 at 732 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

First Personal Financial Services first reported a position in CSQ in Q4 2021 and has held it in 10 quarters since. The position peaked at $32.7K in Q4 2023. 189 funds tracked by Wall St. Rank hold CSQ as of Q3 2024.

First Personal Financial Services held 732 shares of Calamos Strategic Total Return Fund worth $12.7K as of Q3 2024.
First Personal Financial Services left its Calamos Strategic Total Return Fund share count unchanged in Q3 2024.
Calamos Strategic Total Return Fund made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #292 holding.
First Personal Financial Services first reported a position in Calamos Strategic Total Return Fund in Q4 2021 and has held it in 10 quarters since.
First Personal Financial Services's Calamos Strategic Total Return Fund position peaked at $32.7K in Q4 2023.
189 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.