Laird Norton Wetherby Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-15,594	Closed	-$168K	–	894
2022 Q2	$168K	Sell	15,594 -10,603	-40%	-$126K	0.01%	833
2022 Q1	$346K	Buy	26,197 +4,797	+22%	+$64.6K	0.02%	665
2021 Q4	$323K	Hold	21,400	–	–	0.02%	693
2021 Q3	$320K	Hold	21,400	–	–	0.02%	686
2021 Q2	$325K	Buy	+21,400	New	+$319K	0.02%	683
2021 Q1	–	Sell	-23,000	Closed	-$311K	–	798
2020 Q4	$311K	Buy	+23,000	New	+$283K	0.02%	655

Other funds holding CHI

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

DADC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's CHI Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2022, closing a stake of 15,594 shares — an estimated $168K sold.

Laird Norton Wetherby Wealth Management first reported a position in CHI in Q4 2020 and held it in 6 quarters. The position peaked at $346K in Q1 2022. 104 funds tracked by Wall St. Rank hold CHI as of Q3 2022.

Laird Norton Wetherby Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 15,594 Calamos Convertible Opportunities and Income Fund shares in Q3 2022, an estimated $168K.
Laird Norton Wetherby Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2020 and held it in 6 quarters.
Laird Norton Wetherby Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $346K in Q1 2022.
104 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.