Investors Asset Management of Georgia’s Calamos Convertible and High Income Fund CHY Stock Holding History

Investors Asset Management of Georgia’s Portfolio CHY Stock Details CHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,000	Closed	-$10K	–	237
2022 Q3	$10K	Hold	1,000	–	–	0.01%	457
2022 Q2	$11K	Buy	+1,000	New	+$12.4K	0.01%	387

Other funds holding CHY

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Investors Asset Management of Georgia's CHY Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2022, closing a stake of 1,000 shares — an estimated $10K sold.

Investors Asset Management of Georgia first reported a position in CHY in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 114 funds tracked by Wall St. Rank hold CHY as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Calamos Convertible and High Income Fund position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 1,000 Calamos Convertible and High Income Fund shares in Q4 2022, an estimated $10K.
Investors Asset Management of Georgia first reported a position in Calamos Convertible and High Income Fund in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Calamos Convertible and High Income Fund position peaked at $11K in Q2 2022.
114 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.