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Redwood Wealth Management Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-600
Closed -$4.12K – 330
2024
Q2 		$4.12K Buy
+600
New +$3.98K ﹤0.01% 780

Other funds holding CHW

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Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Redwood Wealth Management Group's CHW Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2024, closing a stake of 600 shares — an estimated $4.12K sold.

Redwood Wealth Management Group first reported a position in CHW in Q2 2024 and held it in 1 quarter. The position peaked at $4.12K in Q2 2024. 96 funds tracked by Wall St. Rank hold CHW as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 600 Calamos Global Dynamic Income Fund shares in Q3 2024, an estimated $4.12K.
  • Redwood Wealth Management Group first reported a position in Calamos Global Dynamic Income Fund in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Calamos Global Dynamic Income Fund position peaked at $4.12K in Q2 2024.
  • 96 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.