Lido Advisors
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Lido Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Lido Advisors’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
Q1 		– Sell
-34,403
Closed -$200K – 1398
2023
Q4 		$200K Buy
+34,403
New +$190K ﹤0.01% 1224
2022
Q2 		– Sell
-10,444
Closed -$92K – 957
2022
Q1 		$92K Buy
+10,444
New +$94.5K ﹤0.01% 970

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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

Lido Advisors's CHW Position: Q1 2024 in Review

Lido Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2024, closing a stake of 34,403 shares — an estimated $200K sold.

Lido Advisors first reported a position in CHW in Q1 2022 and held it in 2 quarters. The position peaked at $200K in Q4 2023. 96 funds tracked by Wall St. Rank hold CHW as of Q1 2024.

  • Lido Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2024 after selling out during the quarter.
  • Lido Advisors sold 34,403 Calamos Global Dynamic Income Fund shares in Q1 2024, an estimated $200K.
  • Lido Advisors first reported a position in Calamos Global Dynamic Income Fund in Q1 2022 and held it in 2 quarters.
  • Lido Advisors's Calamos Global Dynamic Income Fund position peaked at $200K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.