Ellevest Inc’s Kaleyra, Inc. KLR Stock Holding History

Ellevest Inc’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	-200	Closed	-$528	–	2099
2022 Q4	$528	Buy	200 +189	+1,718%	+$628	﹤0.01%	1609
2022 Q3	$0	Buy	+11	New	+$72	﹤0.01%	1941

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

Ellevest Inc's KLR Position: Q1 2023 in Review

Ellevest Inc sold out of Kaleyra, Inc. (KLR) in Q1 2023, closing a stake of 200 shares — an estimated $528 sold.

Ellevest Inc first reported a position in KLR in Q3 2022 and held it in 2 quarters. The position peaked at $528 in Q4 2022. 45 funds tracked by Wall St. Rank hold KLR as of Q1 2023.

Ellevest Inc reported no remaining Kaleyra, Inc. position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 200 Kaleyra, Inc. shares in Q1 2023, an estimated $528.
Ellevest Inc first reported a position in Kaleyra, Inc. in Q3 2022 and held it in 2 quarters.
Ellevest Inc's Kaleyra, Inc. position peaked at $528 in Q4 2022.
45 funds tracked by Wall St. Rank held Kaleyra, Inc. as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.