WAP
CHY

Wealthcare Advisory Partners’s Calamos Convertible and High Income Fund CHY Stock Holding History

Wealthcare Advisory Partners’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
Q4 		– Sell
-10,347
Closed -$115K – 748
2023
Q3 		$115K Sell
10,347
-1,309
-11% -$14.7K 0.01% 683
2023
Q2 		$131K Buy
+11,656
New +$125K 0.01% 700
2022
Q3 		– Sell
-29,303
Closed -$327K – 602
2022
Q2 		$327K Buy
29,303
+110
+0.4% +$1.37K 0.02% 406
2022
Q1 		$412K Sell
29,193
-1,429
-5% -$20.5K 0.03% 341
2021
Q4 		$495K Buy
30,622
+106
+0.3% +$1.72K 0.03% 318
2021
Q3 		$477K Buy
30,516
+1,106
+4% +$17.8K 0.03% 325
2021
Q2 		$480K Buy
29,410
+85
+0.3% +$1.34K 0.03% 326
2021
Q1 		$437K Buy
29,325
+9,020
+44% +$135K 0.03% 317
2020
Q4 		$290K Buy
20,305
+9,050
+80% +$118K 0.03% 328
2020
Q3 		$131K Buy
+11,255
New +$134K 0.01% 346
2020
Q2 		– Sell
-6,634
Closed -$59K – 485
2020
Q1 		$59K Buy
6,634
+610
+10% +$6.55K 0.01% 476
2019
Q4 		$69K Sell
6,024
-1,668
-22% -$18.7K 0.01% 481
2019
Q3 		$85K Buy
7,692
+31
+0.4% +$348 0.01% 428
2019
Q2 		$85K Hold
7,661
– – 0.01% 409
2019
Q1 		$83K Buy
7,661
+5,961
+351% +$64.1K 0.01% 369
2018
Q4 		$16K Hold
1,700
– – ﹤0.01% 676
2018
Q3 		$23K Hold
1,700
– – ﹤0.01% 634
2018
Q2 		$22K Hold
1,700
– – ﹤0.01% 648
2018
Q1 		$20K Hold
1,700
– – ﹤0.01% 575
2017
Q4 		$20K Buy
+1,700
New +$20.2K 0.01% 538

Other funds holding CHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Wealthcare Advisory Partners's CHY Position: Q4 2023 in Review

Wealthcare Advisory Partners sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2023, closing a stake of 10,347 shares — an estimated $115K sold.

Wealthcare Advisory Partners first reported a position in CHY in Q4 2017 and held it in 20 quarters. The position peaked at $495K in Q4 2021. 112 funds tracked by Wall St. Rank hold CHY as of Q4 2023.

  • Wealthcare Advisory Partners reported no remaining Calamos Convertible and High Income Fund position as of Q4 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10,347 Calamos Convertible and High Income Fund shares in Q4 2023, an estimated $115K.
  • Wealthcare Advisory Partners first reported a position in Calamos Convertible and High Income Fund in Q4 2017 and held it in 20 quarters.
  • Wealthcare Advisory Partners's Calamos Convertible and High Income Fund position peaked at $495K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2023, filed 6 Feb 2024.