Charles Schwab’s Kaleyra, Inc. KLR Stock Holding History

Charles Schwab’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 Q2	–	Sell	-21,252	Closed	-$35.1K	–	3708
2023 Q1	$35.1K	Hold	21,252	–	–	﹤0.01%	3418
2022 Q4	$56.2K	Buy	21,252 +2,740	+15%	+$9.1K	﹤0.01%	3332
2022 Q3	$63K	Hold	18,512	–	–	﹤0.01%	3281
2022 Q2	$133K	Buy	+18,512	New	+$272K	﹤0.01%	3268

Other funds holding KLR

FIG

Fortress Investment Group New York $394M AUM 22.99% 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

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BHMP

Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LLL

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

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

BCM

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Charles Schwab's KLR Position: Q2 2023 in Review

Charles Schwab sold out of Kaleyra, Inc. (KLR) in Q2 2023, closing a stake of 21,252 shares — an estimated $35.1K sold.

Charles Schwab first reported a position in KLR in Q2 2022 and held it in 4 quarters. The position peaked at $133K in Q2 2022. 38 funds tracked by Wall St. Rank hold KLR as of Q2 2023.

Charles Schwab reported no remaining Kaleyra, Inc. position as of Q2 2023 after selling out during the quarter.
Charles Schwab sold 21,252 Kaleyra, Inc. shares in Q2 2023, an estimated $35.1K.
Charles Schwab first reported a position in Kaleyra, Inc. in Q2 2022 and held it in 4 quarters.
Charles Schwab's Kaleyra, Inc. position peaked at $133K in Q2 2022.
38 funds tracked by Wall St. Rank held Kaleyra, Inc. as of Q2 2023.

Based on Charles Schwab's 13F filing for Q2 2023, filed 10 Aug 2023.