FF
CHW

FourThought Financial’s Calamos Global Dynamic Income Fund CHW Stock Holding History

FourThought Financial’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
2022
Q2 		– Sell
-369
Closed -$3K – 1483
2022
Q1 		$3K Hold
369
– – ﹤0.01% 1284
2021
Q4 		$4K Hold
369
– – ﹤0.01% 1249
2021
Q3 		$3K Hold
369
– – ﹤0.01% 1297
2021
Q2 		$4K Hold
369
– – ﹤0.01% 1243
2021
Q1 		$3K Sell
369
-624
-63% -$6.19K ﹤0.01% 1236
2020
Q4 		$9K Buy
+993
New +$8.87K ﹤0.01% 1033

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FourThought Financial's CHW Position: Q2 2022 in Review

FourThought Financial sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2022, closing a stake of 369 shares — an estimated $3K sold.

FourThought Financial first reported a position in CHW in Q4 2020 and held it in 6 quarters. The position peaked at $9K in Q4 2020. 66 funds tracked by Wall St. Rank hold CHW as of Q2 2022.

  • FourThought Financial reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2022 after selling out during the quarter.
  • FourThought Financial sold 369 Calamos Global Dynamic Income Fund shares in Q2 2022, an estimated $3K.
  • FourThought Financial first reported a position in Calamos Global Dynamic Income Fund in Q4 2020 and held it in 6 quarters.
  • FourThought Financial's Calamos Global Dynamic Income Fund position peaked at $9K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2022.

Based on FourThought Financial's 13F filing for Q2 2022, filed 12 Aug 2022.