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

Redwood Wealth Management 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 Q4	–	Sell	-11,529	Closed	-$83.5K	–	152
2023 Q3	$83.5K	Sell	11,529 -1,187	-9%	-$8.14K	0.1%	123
2023 Q2	$85.7K	Hold	12,716	–	–	0.1%	131
2023 Q1	$21K	Sell	12,716 -10	-0.1%	-$32	0.02%	152
2022 Q4	$33.6K	Buy	+12,726	New	+$42.3K	0.04%	140

Other funds holding KLR

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

Redwood Wealth Management Group's KLR Position: Q4 2023 in Review

Redwood Wealth Management Group sold out of Kaleyra, Inc. (KLR) in Q4 2023, closing a stake of 11,529 shares — an estimated $83.5K sold.

Redwood Wealth Management Group first reported a position in KLR in Q4 2022 and held it in 4 quarters. The position peaked at $85.7K in Q2 2023. 1 fund tracked by Wall St. Rank holds KLR as of Q4 2023.

Redwood Wealth Management Group reported no remaining Kaleyra, Inc. position as of Q4 2023 after selling out during the quarter.
Redwood Wealth Management Group sold 11,529 Kaleyra, Inc. shares in Q4 2023, an estimated $83.5K.
Redwood Wealth Management Group first reported a position in Kaleyra, Inc. in Q4 2022 and held it in 4 quarters.
Redwood Wealth Management Group's Kaleyra, Inc. position peaked at $85.7K in Q2 2023.
1 fund tracked by Wall St. Rank held Kaleyra, Inc. as of Q4 2023.

Based on Redwood Wealth Management Group's 13F filing for Q4 2023, filed 25 Jan 2024.