DWM
KLR

Dakota Wealth Management’s Kaleyra, Inc. KLR Stock Holding History

Dakota Wealth Management’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
2019
Q2 		– Sell
-7,207
Closed -$258K – 315
2019
Q1 		$258K Buy
7,207
+543
+8% +$19.4K 0.05% 250
2018
Q4 		$236K Hold
6,664
– – 0.05% 246
2018
Q3 		$232K Hold
6,664
– – 0.05% 242
2018
Q2 		$230K Buy
+6,664
New +$229K 0.06% 186

Other funds holding KLR

WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Dakota Wealth Management's KLR Position: Q2 2019 in Review

Dakota Wealth Management sold out of Kaleyra, Inc. (KLR) in Q2 2019, closing a stake of 7,207 shares — an estimated $258K sold.

Dakota Wealth Management first reported a position in KLR in Q2 2018 and held it in 4 quarters. The position peaked at $258K in Q1 2019. 17 funds tracked by Wall St. Rank hold KLR as of Q2 2019.

  • Dakota Wealth Management reported no remaining Kaleyra, Inc. position as of Q2 2019 after selling out during the quarter.
  • Dakota Wealth Management sold 7,207 Kaleyra, Inc. shares in Q2 2019, an estimated $258K.
  • Dakota Wealth Management first reported a position in Kaleyra, Inc. in Q2 2018 and held it in 4 quarters.
  • Dakota Wealth Management's Kaleyra, Inc. position peaked at $258K in Q1 2019.
  • 17 funds tracked by Wall St. Rank held Kaleyra, Inc. as of Q2 2019.

Based on Dakota Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.