RW
CCD

RVW Wealth’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

RVW Wealth’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
Q1 		– Sell
-12,903
Closed -$255K – 145
2023
Q4 		$255K Hold
12,903
– – 0.03% 122
2023
Q3 		$241K Hold
12,903
– – 0.03% 120
2023
Q2 		$281K Hold
12,903
– – 0.03% 118
2023
Q1 		$275K Buy
+12,903
New +$287K 0.03% 118

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

RVW Wealth's CCD Position: Q1 2024 in Review

RVW Wealth sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2024, closing a stake of 12,903 shares — an estimated $255K sold.

RVW Wealth first reported a position in CCD in Q1 2023 and held it in 4 quarters. The position peaked at $281K in Q2 2023. 60 funds tracked by Wall St. Rank hold CCD as of Q1 2024.

  • RVW Wealth reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q1 2024 after selling out during the quarter.
  • RVW Wealth sold 12,903 Calamos Dynamic Convertible & Income Fund shares in Q1 2024, an estimated $255K.
  • RVW Wealth first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2023 and held it in 4 quarters.
  • RVW Wealth's Calamos Dynamic Convertible & Income Fund position peaked at $281K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2024.

Based on RVW Wealth's 13F filing for Q1 2024, filed 8 Apr 2024.