TWP
CHY

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

Tempus Wealth Planning’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
2024
Q2 		– Sell
-30,565
Closed -$361K – 209
2024
Q1 		$361K Hold
30,565
– – 0.16% 136
2023
Q4 		$351K Buy
+30,565
New +$346K 0.15% 139

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 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

Tempus Wealth Planning's CHY Position: Q2 2024 in Review

Tempus Wealth Planning sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2024, closing a stake of 30,565 shares — an estimated $361K sold.

Tempus Wealth Planning first reported a position in CHY in Q4 2023 and held it in 2 quarters. The position peaked at $361K in Q1 2024. 122 funds tracked by Wall St. Rank hold CHY as of Q2 2024.

  • Tempus Wealth Planning reported no remaining Calamos Convertible and High Income Fund position as of Q2 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 30,565 Calamos Convertible and High Income Fund shares in Q2 2024, an estimated $361K.
  • Tempus Wealth Planning first reported a position in Calamos Convertible and High Income Fund in Q4 2023 and held it in 2 quarters.
  • Tempus Wealth Planning's Calamos Convertible and High Income Fund position peaked at $361K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2024.

Based on Tempus Wealth Planning's 13F filing for Q2 2024, filed 25 Jul 2024.