Laidlaw Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Laidlaw Wealth 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
2023 Q3	–	Sell	-13,710	Closed	-$202K	–	287
2023 Q2	$202K	Sell	13,710 -600	-4%	-$8.36K	0.04%	327
2023 Q1	$200K	Sell	14,310 -2,366	-14%	-$33K	0.04%	336
2022 Q4	$224K	Sell	16,676 -19,311	-54%	-$261K	0.05%	314
2022 Q3	$450K	Hold	35,987	–	–	0.11%	184
2022 Q2	$472K	Sell	35,987 -2,683	-7%	-$39.9K	0.1%	205
2022 Q1	$678K	Buy	38,670 +408	+1%	+$7.06K	0.11%	184
2021 Q4	$738K	Buy	+38,262	New	+$721K	0.12%	174
2021 Q1	–	Sell	-71,879	Closed	-$1.14M	–	245
2020 Q4	$1.14M	Buy	+71,879	New	+$1.05M	0.24%	114

Other funds holding CSQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Laidlaw Wealth Management's CSQ Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Calamos Strategic Total Return Fund (CSQ) in Q3 2023, closing a stake of 13,710 shares — an estimated $202K sold.

Laidlaw Wealth Management first reported a position in CSQ in Q4 2020 and held it in 8 quarters. The position peaked at $1.14M in Q4 2020. 167 funds tracked by Wall St. Rank hold CSQ as of Q3 2023.

Laidlaw Wealth Management reported no remaining Calamos Strategic Total Return Fund position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 13,710 Calamos Strategic Total Return Fund shares in Q3 2023, an estimated $202K.
Laidlaw Wealth Management first reported a position in Calamos Strategic Total Return Fund in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Calamos Strategic Total Return Fund position peaked at $1.14M in Q4 2020.
167 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2023.

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