GKWIM
CHI

Gerber Kawasaki Wealth & Investment Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-900
Closed -$13K – 421
2021
Q3 		$13K Buy
+900
New +$13.8K ﹤0.01% 583

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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 $445B AUM 25.58% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CHI Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2021, closing a stake of 900 shares — an estimated $13K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CHI in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 109 funds tracked by Wall St. Rank hold CHI as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 900 Calamos Convertible Opportunities and Income Fund shares in Q4 2021, an estimated $13K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Calamos Convertible Opportunities and Income Fund position peaked at $13K in Q3 2021.
  • 109 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.