SC
CHI

SouthState Corp’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

SouthState Corp’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
Q1 		– Sell
-1,100
Closed -$11.6K – 646
2022
Q4 		$11.6K Buy
+1,100
New +$11.9K ﹤0.01% 543

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

SouthState Corp's CHI Position: Q1 2023 in Review

SouthState Corp sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2023, closing a stake of 1,100 shares — an estimated $11.6K sold.

SouthState Corp first reported a position in CHI in Q4 2022 and held it in 1 quarter. The position peaked at $11.6K in Q4 2022. 115 funds tracked by Wall St. Rank hold CHI as of Q1 2023.

  • SouthState Corp reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2023 after selling out during the quarter.
  • SouthState Corp sold 1,100 Calamos Convertible Opportunities and Income Fund shares in Q1 2023, an estimated $11.6K.
  • SouthState Corp first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2022 and held it in 1 quarter.
  • SouthState Corp's Calamos Convertible Opportunities and Income Fund position peaked at $11.6K in Q4 2022.
  • 115 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2023.

Based on SouthState Corp's 13F filing for Q1 2023, filed 8 May 2023.