Moneta Group Investment Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Moneta Group Investment Advisors’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 Q4	–	Sell	-10,352	Closed	-$100K	–	459
2022 Q3	$100K	Sell	10,352 -2,055	-17%	-$24K	﹤0.01%	414
2022 Q2	$133K	Buy	+12,407	New	+$147K	﹤0.01%	447
2021 Q4	–	Sell	-12,091	Closed	-$181K	–	478
2021 Q3	$181K	Sell	12,091 -302	-2%	-$4.64K	0.01%	441
2021 Q2	$188K	Buy	12,393 +297	+2%	+$4.43K	0.01%	439
2021 Q1	$172K	Sell	12,096 -16	-0.1%	-$227	0.01%	410
2020 Q4	$164K	Buy	+12,112	New	+$149K	0.01%	309

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

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

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

Moneta Group Investment Advisors's CHI Position: Q4 2022 in Review

Moneta Group Investment Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2022, closing a stake of 10,352 shares — an estimated $100K sold.

Moneta Group Investment Advisors first reported a position in CHI in Q4 2020 and held it in 6 quarters. The position peaked at $188K in Q2 2021. 108 funds tracked by Wall St. Rank hold CHI as of Q4 2022.

Moneta Group Investment Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2022 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,352 Calamos Convertible Opportunities and Income Fund shares in Q4 2022, an estimated $100K.
Moneta Group Investment Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2020 and held it in 6 quarters.
Moneta Group Investment Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $188K in Q2 2021.
108 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.