PIA
CCD

Perennial Investment Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Perennial Investment Advisors’s Portfolio CCD Stock Details CCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,998
Closed -$203K – 413
2024
Q3 		$203K Buy
+7,998
New +$188K 0.03% 364
2024
Q2 		– Sell
-11,273
Closed -$246K – 375
2024
Q1 		$246K Hold
11,273
– – 0.04% 284
2023
Q4 		$223K Buy
11,273
+35
+0.3% +$653 0.04% 295
2023
Q3 		$209K Hold
11,238
– – 0.04% 299
2023
Q2 		$244K Buy
11,238
+1,200
+12% +$26.8K 0.04% 284
2023
Q1 		$214K Buy
+10,038
New +$223K 0.04% 303

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Perennial Investment Advisors's CCD Position: Q4 2024 in Review

Perennial Investment Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2024, closing a stake of 7,998 shares — an estimated $203K sold.

Perennial Investment Advisors first reported a position in CCD in Q1 2023 and held it in 6 quarters. The position peaked at $246K in Q1 2024. 67 funds tracked by Wall St. Rank hold CCD as of Q4 2024.

  • Perennial Investment Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2024 after selling out during the quarter.
  • Perennial Investment Advisors sold 7,998 Calamos Dynamic Convertible & Income Fund shares in Q4 2024, an estimated $203K.
  • Perennial Investment Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2023 and held it in 6 quarters.
  • Perennial Investment Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $246K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2024.

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