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West Paces Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

West Paces Advisors’s Portfolio CHW Stock Details CHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-678
Closed -$7.43K – 581
2021
Q2 		$7.43K Buy
+678
New +$7.19K ﹤0.01% 390

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Baird Financial Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

West Paces Advisors's CHW Position: Q3 2021 in Review

West Paces Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2021, closing a stake of 678 shares — an estimated $7.43K sold.

West Paces Advisors first reported a position in CHW in Q2 2021 and held it in 1 quarter. The position peaked at $7.43K in Q2 2021. 72 funds tracked by Wall St. Rank hold CHW as of Q3 2021.

  • West Paces Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2021 after selling out during the quarter.
  • West Paces Advisors sold 678 Calamos Global Dynamic Income Fund shares in Q3 2021, an estimated $7.43K.
  • West Paces Advisors first reported a position in Calamos Global Dynamic Income Fund in Q2 2021 and held it in 1 quarter.
  • West Paces Advisors's Calamos Global Dynamic Income Fund position peaked at $7.43K in Q2 2021.
  • 72 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2021.

Based on West Paces Advisors's 13F filing for Q3 2021, filed 20 Dec 2023.