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

Perennial 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
2025 Q1	–	Sell	-10,800	Closed	-$129K	–	443
2024 Q4	$129K	Hold	10,800	–	–	0.02%	392
2024 Q3	$126K	Hold	10,800	–	–	0.02%	383
2024 Q2	$126K	Sell	10,800 -4,241	-28%	-$47.8K	0.02%	352
2024 Q1	$171K	Hold	15,041	–	–	0.03%	334
2023 Q4	$156K	Buy	15,041 +41	+0.3%	+$422	0.03%	319
2023 Q3	$158K	Hold	15,000	–	–	0.03%	325
2023 Q2	$168K	Hold	15,000	–	–	0.03%	324
2023 Q1	$158K	Buy	+15,000	New	+$173K	0.03%	325

Other funds holding CHI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Perennial Investment Advisors's CHI Position: Q1 2025 in Review

Perennial Investment Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2025, closing a stake of 10,800 shares — an estimated $129K sold.

Perennial Investment Advisors first reported a position in CHI in Q1 2023 and held it in 8 quarters. The position peaked at $171K in Q1 2024. 120 funds tracked by Wall St. Rank hold CHI as of Q1 2025.

Perennial Investment Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2025 after selling out during the quarter.
Perennial Investment Advisors sold 10,800 Calamos Convertible Opportunities and Income Fund shares in Q1 2025, an estimated $129K.
Perennial Investment Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2023 and held it in 8 quarters.
Perennial Investment Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $171K in Q1 2024.
120 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2025.

Based on Perennial Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.