RIM
CHW

Rockbridge Investment Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Rockbridge Investment Management’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
2022
Q2 		– Sell
-103
Closed -$920 – 669
2022
Q1 		$920 Buy
+103
New +$932 ﹤0.01% 741

Other funds holding CHW

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GC
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockbridge Investment Management's CHW Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2022, closing a stake of 103 shares — an estimated $920 sold.

Rockbridge Investment Management first reported a position in CHW in Q1 2022 and held it in 1 quarter. The position peaked at $920 in Q1 2022. 66 funds tracked by Wall St. Rank hold CHW as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 103 Calamos Global Dynamic Income Fund shares in Q2 2022, an estimated $920.
  • Rockbridge Investment Management first reported a position in Calamos Global Dynamic Income Fund in Q1 2022 and held it in 1 quarter.
  • Rockbridge Investment Management's Calamos Global Dynamic Income Fund position peaked at $920 in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.