FourThought Financial’s Calamos Strategic Total Return Fund CSQ Stock Holding History

FourThought Financial’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
2022 Q3	$22K	Hold	1,734	–	–	﹤0.01%	836
2022 Q2	$23K	Hold	1,734	–	–	﹤0.01%	828
2022 Q1	$30K	Sell	1,734 -1,621	-48%	-$28.1K	﹤0.01%	802
2021 Q4	$65K	Hold	3,355	–	–	0.01%	594
2021 Q3	$59K	Hold	3,355	–	–	0.01%	638
2021 Q2	$61K	Hold	3,355	–	–	0.01%	639
2021 Q1	$57K	Hold	3,355	–	–	0.01%	649
2020 Q4	$52K	Buy	+3,355	New	+$48.8K	0.01%	651

Other funds holding CSQ

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

RJFSA

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

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

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

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

FourThought Financial's CSQ Position: Q3 2022 in Review

FourThought Financial held its Calamos Strategic Total Return Fund (CSQ) position steady in Q3 2022 at 1,734 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

FourThought Financial first reported a position in CSQ in Q4 2020 and has held it in 8 quarters since. The position peaked at $65K in Q4 2021. 156 funds tracked by Wall St. Rank hold CSQ as of Q3 2022.

FourThought Financial held 1,734 shares of Calamos Strategic Total Return Fund worth $22K as of Q3 2022.
FourThought Financial left its Calamos Strategic Total Return Fund share count unchanged in Q3 2022.
Calamos Strategic Total Return Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #836 holding.
FourThought Financial first reported a position in Calamos Strategic Total Return Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Calamos Strategic Total Return Fund position peaked at $65K in Q4 2021.
156 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2022.

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