Laird Norton Wetherby Wealth Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio CCD Stock Details CCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-9,100	Closed	-$233K	–	921
2022 Q1	$233K	Sell	9,100 -5,647	-38%	-$151K	0.01%	806
2021 Q4	$465K	Buy	14,747 +1,900	+15%	+$60K	0.03%	556
2021 Q3	$391K	Hold	12,847	–	–	0.02%	598
2021 Q2	$401K	Buy	+12,847	New	+$410K	0.02%	593
2021 Q1	–	Sell	-11,400	Closed	-$321K	–	796
2020 Q4	$321K	Buy	+11,400	New	+$295K	0.02%	635

Other funds holding CCD

Wells Fargo San Francisco, California $530B AUM 22.01% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Laird Norton Wetherby Wealth Management's CCD Position: Q2 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2022, closing a stake of 9,100 shares — an estimated $233K sold.

Laird Norton Wetherby Wealth Management first reported a position in CCD in Q4 2020 and held it in 5 quarters. The position peaked at $465K in Q4 2021. 54 funds tracked by Wall St. Rank hold CCD as of Q2 2022.

Laird Norton Wetherby Wealth Management reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 9,100 Calamos Dynamic Convertible & Income Fund shares in Q2 2022, an estimated $233K.
Laird Norton Wetherby Wealth Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2020 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's Calamos Dynamic Convertible & Income Fund position peaked at $465K in Q4 2021.
54 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.