Crestwood Advisors Group’s Kaleyra, Inc. KLR Stock Holding History

Crestwood Advisors Group’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	-9,500	Closed	-$25.1K	–	276
2022 Q4	$25.1K	Hold	9,500	–	–	﹤0.01%	261
2022 Q3	$32K	Hold	9,500	–	–	﹤0.01%	265
2022 Q2	$68K	Hold	9,500	–	–	﹤0.01%	256
2022 Q1	$199K	Hold	9,500	–	–	0.01%	276
2021 Q4	$334K	Hold	9,500	–	–	0.01%	243
2021 Q3	$366K	Hold	9,500	–	–	0.01%	217
2021 Q2	$407K	Buy	+9,500	New	+$428K	0.01%	204

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

Crestwood Advisors Group's KLR Position: Q1 2023 in Review

Crestwood Advisors Group sold out of Kaleyra, Inc. (KLR) in Q1 2023, closing a stake of 9,500 shares — an estimated $25.1K sold.

Crestwood Advisors Group first reported a position in KLR in Q2 2021 and held it in 7 quarters. The position peaked at $407K in Q2 2021. 45 funds tracked by Wall St. Rank hold KLR as of Q1 2023.

Crestwood Advisors Group reported no remaining Kaleyra, Inc. position as of Q1 2023 after selling out during the quarter.
Crestwood Advisors Group sold 9,500 Kaleyra, Inc. shares in Q1 2023, an estimated $25.1K.
Crestwood Advisors Group first reported a position in Kaleyra, Inc. in Q2 2021 and held it in 7 quarters.
Crestwood Advisors Group's Kaleyra, Inc. position peaked at $407K in Q2 2021.
45 funds tracked by Wall St. Rank held Kaleyra, Inc. as of Q1 2023.

Based on Crestwood Advisors Group's 13F filing for Q1 2023, filed 12 May 2023.