GWP
CHI

Gateway Wealth Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Gateway Wealth Partners’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
2024
Q3 		– Sell
-12,793
Closed -$149K – 274
2024
Q2 		$149K Sell
12,793
-4,843
-27% -$54.6K 0.05% 259
2024
Q1 		$200K Sell
17,636
-3,625
-17% -$39.5K 0.07% 231
2023
Q4 		$220K Buy
+21,261
New +$219K 0.09% 204

Other funds holding CHI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Gateway Wealth Partners's CHI Position: Q3 2024 in Review

Gateway Wealth Partners sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2024, closing a stake of 12,793 shares — an estimated $149K sold.

Gateway Wealth Partners first reported a position in CHI in Q4 2023 and held it in 3 quarters. The position peaked at $220K in Q4 2023. 114 funds tracked by Wall St. Rank hold CHI as of Q3 2024.

  • Gateway Wealth Partners reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2024 after selling out during the quarter.
  • Gateway Wealth Partners sold 12,793 Calamos Convertible Opportunities and Income Fund shares in Q3 2024, an estimated $149K.
  • Gateway Wealth Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2023 and held it in 3 quarters.
  • Gateway Wealth Partners's Calamos Convertible Opportunities and Income Fund position peaked at $220K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2024.

Based on Gateway Wealth Partners's 13F filing for Q3 2024, filed 25 Oct 2024.