GWMIA
KLR

Global Wealth Management Investment Advisory’s Kaleyra, Inc. KLR Stock Holding History

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-1,072
Closed -$7.76K – 508
2023
Q3 		$7.76K Sell
1,072
-58
-5% -$398 ﹤0.01% 303
2023
Q2 		$7.62K Buy
+1,130
New +$3K ﹤0.01% 311
2022
Q3 		– Sell
-1,150
Closed -$8K – 520
2022
Q2 		$8K Sell
1,150
-147
-11% -$2.16K ﹤0.01% 308
2022
Q1 		$27K Sell
1,297
-449
-26% -$12.5K 0.01% 237
2021
Q4 		$61K Sell
1,746
-491
-22% -$18.7K 0.02% 182
2021
Q3 		$86K Buy
2,237
+65
+3% +$2.56K 0.03% 177
2021
Q2 		$93K Buy
2,172
+843
+63% +$38K 0.03% 171
2021
Q1 		$66K Buy
+1,329
New +$68.2K 0.02% 183

Other funds holding KLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Global Wealth Management Investment Advisory's KLR Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of Kaleyra, Inc. (KLR) in Q4 2023, closing a stake of 1,072 shares — an estimated $7.76K sold.

Global Wealth Management Investment Advisory first reported a position in KLR in Q1 2021 and held it in 8 quarters. The position peaked at $93K in Q2 2021. 1 fund tracked by Wall St. Rank holds KLR as of Q4 2023.

  • Global Wealth Management Investment Advisory reported no remaining Kaleyra, Inc. position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,072 Kaleyra, Inc. shares in Q4 2023, an estimated $7.76K.
  • Global Wealth Management Investment Advisory first reported a position in Kaleyra, Inc. in Q1 2021 and held it in 8 quarters.
  • Global Wealth Management Investment Advisory's Kaleyra, Inc. position peaked at $93K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Kaleyra, Inc. as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.