Investors Asset Management of Georgia’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Investors Asset Management of Georgia’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
2022 Q4	–	Sell	-3,270	Closed	-$41K	–	256
2022 Q3	$41K	Hold	3,270	–	–	0.02%	334
2022 Q2	$43K	Buy	+3,270	New	+$48.7K	0.02%	274

Other funds holding CSQ

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Investors Asset Management of Georgia sold out of Calamos Strategic Total Return Fund (CSQ) in Q4 2022, closing a stake of 3,270 shares — an estimated $41K sold.

Investors Asset Management of Georgia first reported a position in CSQ in Q2 2022 and held it in 2 quarters. The position peaked at $43K in Q2 2022. 163 funds tracked by Wall St. Rank hold CSQ as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Calamos Strategic Total Return Fund position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 3,270 Calamos Strategic Total Return Fund shares in Q4 2022, an estimated $41K.
Investors Asset Management of Georgia first reported a position in Calamos Strategic Total Return Fund in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Calamos Strategic Total Return Fund position peaked at $43K in Q2 2022.
163 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2022.

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