Sargent Bickham Lagudis’s Calamos Convertible and High Income Fund CHY Stock Holding History

Sargent Bickham Lagudis’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
2022 Q2	–	Sell	-5,163	Closed	-$73K	–	1056
2022 Q1	$73K	Hold	5,163	–	–	0.01%	384
2021 Q4	$84K	Hold	5,163	–	–	0.01%	360
2021 Q3	$81K	Hold	5,163	–	–	0.01%	363
2021 Q2	$84K	Hold	5,163	–	–	0.01%	365
2021 Q1	$77K	Sell	5,163 -1,604	-24%	-$24K	0.01%	365
2020 Q4	$97K	Buy	+6,767	New	+$88.1K	0.01%	335

Other funds holding CHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sargent Bickham Lagudis's CHY Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2022, closing a stake of 5,163 shares — an estimated $73K sold.

Sargent Bickham Lagudis first reported a position in CHY in Q4 2020 and held it in 6 quarters. The position peaked at $97K in Q4 2020. 118 funds tracked by Wall St. Rank hold CHY as of Q2 2022.

Sargent Bickham Lagudis reported no remaining Calamos Convertible and High Income Fund position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 5,163 Calamos Convertible and High Income Fund shares in Q2 2022, an estimated $73K.
Sargent Bickham Lagudis first reported a position in Calamos Convertible and High Income Fund in Q4 2020 and held it in 6 quarters.
Sargent Bickham Lagudis's Calamos Convertible and High Income Fund position peaked at $97K in Q4 2020.
118 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.