SLWA
CCD

San Luis Wealth Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

San Luis Wealth Advisors’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
2022
Q2 		– Sell
-4,120
Closed -$130K – 126
2022
Q1 		$130K Buy
+4,120
New +$110K 0.06% 182

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GC
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DADC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

San Luis Wealth Advisors's CCD Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2022, closing a stake of 4,120 shares — an estimated $130K sold.

San Luis Wealth Advisors first reported a position in CCD in Q1 2022 and held it in 1 quarter. The position peaked at $130K in Q1 2022. 54 funds tracked by Wall St. Rank hold CCD as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 4,120 Calamos Dynamic Convertible & Income Fund shares in Q2 2022, an estimated $130K.
  • San Luis Wealth Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $130K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.