B. Riley Wealth Advisors’s Kaleyra, Inc. KLR Stock Holding History

B. Riley Wealth Advisors’s Portfolio KLR Stock Details KLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,964	Closed	-$21K	–	1631
2022 Q4	$21K	Sell	7,964 -1,885	-19%	-$6.26K	﹤0.01%	1449
2022 Q3	$34K	Sell	9,849 -1,630	-14%	-$10.7K	﹤0.01%	1399
2022 Q2	$82K	Sell	11,479 -14,044	-55%	-$206K	﹤0.01%	1144
2022 Q1	$535K	Buy	25,523 +4,014	+19%	+$112K	0.02%	715
2021 Q4	$756K	Sell	21,509 -702	-3%	-$26.7K	0.02%	628
2021 Q3	$856K	Sell	22,211 -112	-0.5%	-$4.41K	0.03%	574
2021 Q2	$957K	Buy	22,323 +482	+2%	+$21.7K	0.03%	523
2021 Q1	$1.08M	Buy	21,841 +5,645	+35%	+$290K	0.04%	458
2020 Q4	$559K	Buy	16,196 +4,696	+41%	+$130K	0.03%	503
2020 Q3	$306K	Buy	+11,500	New	+$239K	0.02%	712

Other funds holding KLR

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

B. Riley Wealth Advisors's KLR Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Kaleyra, Inc. (KLR) in Q1 2023, closing a stake of 7,964 shares — an estimated $21K sold.

B. Riley Wealth Advisors first reported a position in KLR in Q3 2020 and held it in 10 quarters. The position peaked at $1.08M in Q1 2021. 45 funds tracked by Wall St. Rank hold KLR as of Q1 2023.

B. Riley Wealth Advisors reported no remaining Kaleyra, Inc. position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 7,964 Kaleyra, Inc. shares in Q1 2023, an estimated $21K.
B. Riley Wealth Advisors first reported a position in Kaleyra, Inc. in Q3 2020 and held it in 10 quarters.
B. Riley Wealth Advisors's Kaleyra, Inc. position peaked at $1.08M in Q1 2021.
45 funds tracked by Wall St. Rank held Kaleyra, Inc. as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.