Laird Norton Wetherby Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-28,200	Closed	-$250K	–	923
2022 Q1	$250K	Sell	28,200 -10,173	-27%	-$92.1K	0.01%	776
2021 Q4	$382K	Hold	38,373	–	–	0.02%	634
2021 Q3	$367K	Hold	38,373	–	–	0.02%	622
2021 Q2	$421K	Buy	+38,373	New	+$407K	0.03%	579
2021 Q1	–	Sell	-32,000	Closed	-$306K	–	799
2020 Q4	$306K	Buy	+32,000	New	+$286K	0.02%	660

Other funds holding CHW

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

TWM

Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Laird Norton Wetherby Wealth Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2022, closing a stake of 28,200 shares — an estimated $250K sold.

Laird Norton Wetherby Wealth Management first reported a position in CHW in Q4 2020 and held it in 5 quarters. The position peaked at $421K in Q2 2021. 66 funds tracked by Wall St. Rank hold CHW as of Q2 2022.

Laird Norton Wetherby Wealth Management reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 28,200 Calamos Global Dynamic Income Fund shares in Q2 2022, an estimated $250K.
Laird Norton Wetherby Wealth Management first reported a position in Calamos Global Dynamic Income Fund in Q4 2020 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's Calamos Global Dynamic Income Fund position peaked at $421K in Q2 2021.
66 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2022.

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