RW
CHI

RVW Wealth’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

RVW Wealth’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
2023
Q4 		– Sell
-21,600
Closed -$228K – 184
2023
Q3 		$228K Hold
21,600
– – 0.03% 127
2023
Q2 		$242K Hold
21,600
– – 0.03% 134
2023
Q1 		$227K Buy
+21,600
New +$249K 0.03% 141

Other funds holding CHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RVW Wealth's CHI Position: Q4 2023 in Review

RVW Wealth sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2023, closing a stake of 21,600 shares — an estimated $228K sold.

RVW Wealth first reported a position in CHI in Q1 2023 and held it in 3 quarters. The position peaked at $242K in Q2 2023. 112 funds tracked by Wall St. Rank hold CHI as of Q4 2023.

  • RVW Wealth reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 21,600 Calamos Convertible Opportunities and Income Fund shares in Q4 2023, an estimated $228K.
  • RVW Wealth first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2023 and held it in 3 quarters.
  • RVW Wealth's Calamos Convertible Opportunities and Income Fund position peaked at $242K in Q2 2023.
  • 112 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.