SSC
CHY

Syverson Strege & Co’s Calamos Convertible and High Income Fund CHY Stock Holding History

Syverson Strege & Co’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
Q1 		– Sell
-1,614
Closed -$17K – 669
2022
Q4 		$17K Buy
+1,614
New +$18K 0.01% 178

Other funds holding CHY

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Syverson Strege & Co's CHY Position: Q1 2023 in Review

Syverson Strege & Co sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2023, closing a stake of 1,614 shares — an estimated $17K sold.

Syverson Strege & Co first reported a position in CHY in Q4 2022 and held it in 1 quarter. The position peaked at $17K in Q4 2022. 117 funds tracked by Wall St. Rank hold CHY as of Q1 2023.

  • Syverson Strege & Co reported no remaining Calamos Convertible and High Income Fund position as of Q1 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 1,614 Calamos Convertible and High Income Fund shares in Q1 2023, an estimated $17K.
  • Syverson Strege & Co first reported a position in Calamos Convertible and High Income Fund in Q4 2022 and held it in 1 quarter.
  • Syverson Strege & Co's Calamos Convertible and High Income Fund position peaked at $17K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2023.

Based on Syverson Strege & Co's 13F filing for Q1 2023, filed 3 May 2023.