IWM
CHW

IHT Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

IHT Wealth Management’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
2023
Q3 		– Sell
-16,045
Closed -$96.6K – 971
2023
Q2 		$96.6K Hold
16,045
– – 0.01% 926
2023
Q1 		$95.9K Hold
16,045
– – 0.01% 903
2022
Q4 		$89.5K Hold
16,045
– – 0.01% 865
2022
Q3 		$97K Hold
16,045
– – 0.01% 824
2022
Q2 		$109K Hold
16,045
– – 0.01% 695
2022
Q1 		$142K Buy
16,045
+2,250
+16% +$20.4K 0.01% 733
2021
Q4 		$138K Buy
+13,795
New +$139K 0.01% 773

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

IHT Wealth Management's CHW Position: Q3 2023 in Review

IHT Wealth Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2023, closing a stake of 16,045 shares — an estimated $96.6K sold.

IHT Wealth Management first reported a position in CHW in Q4 2021 and held it in 7 quarters. The position peaked at $142K in Q1 2022. 79 funds tracked by Wall St. Rank hold CHW as of Q3 2023.

  • IHT Wealth Management reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2023 after selling out during the quarter.
  • IHT Wealth Management sold 16,045 Calamos Global Dynamic Income Fund shares in Q3 2023, an estimated $96.6K.
  • IHT Wealth Management first reported a position in Calamos Global Dynamic Income Fund in Q4 2021 and held it in 7 quarters.
  • IHT Wealth Management's Calamos Global Dynamic Income Fund position peaked at $142K in Q1 2022.
  • 79 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.