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Gerber Kawasaki Wealth & Investment Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-153
Closed -$2K – 456
2021
Q3 		$2K Buy
+153
New +$2.82K ﹤0.01% 880

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2021, closing a stake of 153 shares — an estimated $2K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CSQ in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 168 funds tracked by Wall St. Rank hold CSQ as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Calamos Strategic Total Return Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 153 Calamos Strategic Total Return Fund shares in Q4 2021, an estimated $2K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Calamos Strategic Total Return Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Calamos Strategic Total Return Fund position peaked at $2K in Q3 2021.
  • 168 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2021.

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