WOSD
CHY

WFA of San Diego’s Calamos Convertible and High Income Fund CHY Stock Holding History

WFA of San Diego’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
-4,322
Closed -$45.6K – 115
2022
Q4 		$45.6K Buy
+4,322
New +$48.1K 0.03% 199

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

WFA of San Diego's CHY Position: Q1 2023 in Review

WFA of San Diego sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2023, closing a stake of 4,322 shares — an estimated $45.6K sold.

WFA of San Diego first reported a position in CHY in Q4 2022 and held it in 1 quarter. The position peaked at $45.6K in Q4 2022. 117 funds tracked by Wall St. Rank hold CHY as of Q1 2023.

  • WFA of San Diego reported no remaining Calamos Convertible and High Income Fund position as of Q1 2023 after selling out during the quarter.
  • WFA of San Diego sold 4,322 Calamos Convertible and High Income Fund shares in Q1 2023, an estimated $45.6K.
  • WFA of San Diego first reported a position in Calamos Convertible and High Income Fund in Q4 2022 and held it in 1 quarter.
  • WFA of San Diego's Calamos Convertible and High Income Fund position peaked at $45.6K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.