FourThought Financial’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

FourThought Financial’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 Q3	$6K	Hold	660	–	–	﹤0.01%	1138
2022 Q2	$7K	Hold	660	–	–	﹤0.01%	1087
2022 Q1	$9K	Hold	660	–	–	﹤0.01%	1054
2021 Q4	$10K	Hold	660	–	–	﹤0.01%	1066
2021 Q3	$9K	Hold	660	–	–	﹤0.01%	1112
2021 Q2	$10K	Hold	660	–	–	﹤0.01%	1100
2021 Q1	$9K	Hold	660	–	–	﹤0.01%	1074
2020 Q4	$8K	Buy	+660	New	+$8.13K	﹤0.01%	1057

Other funds holding CHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FourThought Financial's CHI Position: Q3 2022 in Review

FourThought Financial held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q3 2022 at 660 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

FourThought Financial first reported a position in CHI in Q4 2020 and has held it in 8 quarters since. The position peaked at $10K in Q4 2021. 104 funds tracked by Wall St. Rank hold CHI as of Q3 2022.

FourThought Financial held 660 shares of Calamos Convertible Opportunities and Income Fund worth $6K as of Q3 2022.
FourThought Financial left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q3 2022.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1138 holding.
FourThought Financial first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Calamos Convertible Opportunities and Income Fund position peaked at $10K in Q4 2021.
104 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.