WIM
CHI

WealthPlan Investment Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-817
Closed -$8.59K – 386
2023
Q1 		$8.59K Buy
+817
New +$9.42K ﹤0.01% 333
2022
Q1 		$423K Buy
+33,689
New +$454K 0.03% 272

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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthPlan Investment Management's CHI Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2023, closing a stake of 817 shares — an estimated $8.59K sold.

WealthPlan Investment Management first reported a position in CHI in Q1 2022 and held it in 2 quarters. The position peaked at $423K in Q1 2022. 108 funds tracked by Wall St. Rank hold CHI as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 817 Calamos Convertible Opportunities and Income Fund shares in Q2 2023, an estimated $8.59K.
  • WealthPlan Investment Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Calamos Convertible Opportunities and Income Fund position peaked at $423K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.