FAG
CHI

Fortitude Advisory Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Fortitude Advisory Group’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,642
Closed -$35K – 393
2022
Q1 		$35K Buy
2,642
+1,142
+76% +$15.4K 0.02% 641
2021
Q4 		$23K Buy
+1,500
New +$23.3K 0.01% 802

Other funds holding CHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortitude Advisory Group's CHI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2022, closing a stake of 2,642 shares — an estimated $35K sold.

Fortitude Advisory Group first reported a position in CHI in Q4 2021 and held it in 2 quarters. The position peaked at $35K in Q1 2022. 110 funds tracked by Wall St. Rank hold CHI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,642 Calamos Convertible Opportunities and Income Fund shares in Q2 2022, an estimated $35K.
  • Fortitude Advisory Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Calamos Convertible Opportunities and Income Fund position peaked at $35K in Q1 2022.
  • 110 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.