Laidlaw Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Laidlaw Wealth Management’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	-17,517	Closed	-$177K	–	370
2022 Q3	$177K	Buy	17,517 +2,129	+14%	+$26K	0.04%	302
2022 Q2	$172K	Hold	15,388	–	–	0.04%	351
2022 Q1	$217K	Sell	15,388 -350	-2%	-$5.01K	0.04%	358
2021 Q4	$255K	Hold	15,738	–	–	0.04%	334
2021 Q3	$246K	Buy	15,738 +1,555	+11%	+$25.1K	0.06%	211
2021 Q2	$231K	Hold	14,183	–	–	0.06%	226
2021 Q1	$211K	Sell	14,183 -24,572	-63%	-$367K	0.07%	201
2020 Q4	$553K	Buy	+38,755	New	+$505K	0.12%	176

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 $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Laidlaw Wealth Management's CHY Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2022, closing a stake of 17,517 shares — an estimated $177K sold.

Laidlaw Wealth Management first reported a position in CHY in Q4 2020 and held it in 8 quarters. The position peaked at $553K in Q4 2020. 114 funds tracked by Wall St. Rank hold CHY as of Q4 2022.

Laidlaw Wealth Management reported no remaining Calamos Convertible and High Income Fund position as of Q4 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 17,517 Calamos Convertible and High Income Fund shares in Q4 2022, an estimated $177K.
Laidlaw Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Calamos Convertible and High Income Fund position peaked at $553K in Q4 2020.
114 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.