RW
CHY

RVW Wealth’s Calamos Convertible and High Income Fund CHY Stock Holding History

RVW Wealth’s Portfolio CHY Stock Details CHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,700
Closed -$231K – 185
2023
Q3 		$231K Hold
20,700
– – 0.03% 125
2023
Q2 		$232K Hold
20,700
– – 0.03% 142
2023
Q1 		$226K Buy
+20,700
New +$246K 0.03% 143

Other funds holding CHY

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RVW Wealth's CHY Position: Q4 2023 in Review

RVW Wealth sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2023, closing a stake of 20,700 shares — an estimated $231K sold.

RVW Wealth first reported a position in CHY in Q1 2023 and held it in 3 quarters. The position peaked at $232K in Q2 2023. 112 funds tracked by Wall St. Rank hold CHY as of Q4 2023.

  • RVW Wealth reported no remaining Calamos Convertible and High Income Fund position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 20,700 Calamos Convertible and High Income Fund shares in Q4 2023, an estimated $231K.
  • RVW Wealth first reported a position in Calamos Convertible and High Income Fund in Q1 2023 and held it in 3 quarters.
  • RVW Wealth's Calamos Convertible and High Income Fund position peaked at $232K in Q2 2023.
  • 112 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2023.

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