LFG
CHW

Larson Financial Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Larson Financial Group’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
2024
Q2 		– Sell
-305
Closed -$1.98K – 2440
2024
Q1 		$1.98K Buy
305
+5
+2% +$30 ﹤0.01% 1361
2023
Q4 		$1.73K Hold
300
– – ﹤0.01% 1387
2023
Q3 		$1.66K Hold
300
– – ﹤0.01% 1393
2023
Q2 		$1.81K Hold
300
– – ﹤0.01% 1282
2023
Q1 		$1.79K Hold
300
– – ﹤0.01% 1259
2022
Q4 		$1.67K Hold
300
– – ﹤0.01% 1223
2022
Q3 		$2K Hold
300
– – ﹤0.01% 1099
2022
Q2 		$2K Hold
300
– – ﹤0.01% 1014
2022
Q1 		$3K Hold
300
– – ﹤0.01% 855
2021
Q4 		$3K Buy
+300
New +$3.02K ﹤0.01% 893
2020
Q3 		– Sell
-527
Closed -$4K – 736
2020
Q2 		$4K Buy
527
+16
+3% +$107 ﹤0.01% 503
2020
Q1 		$3K Buy
511
+16
+3% +$124 ﹤0.01% 403
2019
Q4 		$4K Buy
495
+12
+2% +$100 ﹤0.01% 383
2019
Q3 		$4K Buy
483
+13
+3% +$103 ﹤0.01% 377
2019
Q2 		$4K Buy
470
+12
+3% +$97 ﹤0.01% 331
2019
Q1 		$4K Buy
458
+12
+3% +$92 ﹤0.01% 314
2018
Q4 		$3K Buy
+446
New +$3.37K ﹤0.01% 318

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return

Larson Financial Group's CHW Position: Q2 2024 in Review

Larson Financial Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2024, closing a stake of 305 shares — an estimated $1.98K sold.

Larson Financial Group first reported a position in CHW in Q4 2018 and held it in 17 quarters. The position peaked at $4K in Q2 2020. 93 funds tracked by Wall St. Rank hold CHW as of Q2 2024.

  • Larson Financial Group reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2024 after selling out during the quarter.
  • Larson Financial Group sold 305 Calamos Global Dynamic Income Fund shares in Q2 2024, an estimated $1.98K.
  • Larson Financial Group first reported a position in Calamos Global Dynamic Income Fund in Q4 2018 and held it in 17 quarters.
  • Larson Financial Group's Calamos Global Dynamic Income Fund position peaked at $4K in Q2 2020.
  • 93 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2024.

Based on Larson Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.