Parallel Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Parallel Advisors’s Portfolio CHY Stock Details CHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-213	Closed	-$2.54K	–	3532
2024 Q3	$2.54K	Buy	+213	New	+$2.45K	﹤0.01%	2825
2019 Q2	–	Sell	-500	Closed	-$5K	–	2331
2019 Q1	$5K	Buy	+500	New	+$5.38K	﹤0.01%	1768
2018 Q4	–	Sell	-6,000	Closed	-$80K	–	2126
2018 Q3	$80K	Buy	+6,000	New	+$78.5K	0.01%	652

Other funds holding CHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Parallel Advisors's CHY Position: Q4 2024 in Review

Parallel Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2024, closing a stake of 213 shares — an estimated $2.54K sold.

Parallel Advisors first reported a position in CHY in Q3 2018 and held it in 3 quarters. The position peaked at $80K in Q3 2018. 125 funds tracked by Wall St. Rank hold CHY as of Q4 2024.

Parallel Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q4 2024 after selling out during the quarter.
Parallel Advisors sold 213 Calamos Convertible and High Income Fund shares in Q4 2024, an estimated $2.54K.
Parallel Advisors first reported a position in Calamos Convertible and High Income Fund in Q3 2018 and held it in 3 quarters.
Parallel Advisors's Calamos Convertible and High Income Fund position peaked at $80K in Q3 2018.
125 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2024.

Based on Parallel Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.