Worth Asset Management’s Kaleyra, Inc. KLR Stock Holding History

Worth Asset 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
2023 Q3	–	Sell	-172	Closed	-$1.16K	–	463
2023 Q2	$1.16K	Hold	172	–	–	﹤0.01%	411
2023 Q1	$284	Buy	172 +1	+0.6%	+$3	﹤0.01%	464
2022 Q4	$453	Sell	171 -1,129	-87%	-$3.75K	﹤0.01%	448
2022 Q3	$4K	Sell	1,300 -71	-5%	-$467	﹤0.01%	374
2022 Q2	$10K	Hold	1,371	–	–	0.01%	352
2022 Q1	$16K	Buy	+1,371	New	+$38.1K	0.01%	329

Other funds holding KLR

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 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

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Worth Asset Management's KLR Position: Q3 2023 in Review

Worth Asset Management sold out of Kaleyra, Inc. (KLR) in Q3 2023, closing a stake of 172 shares — an estimated $1.16K sold.

Worth Asset Management first reported a position in KLR in Q1 2022 and held it in 6 quarters. The position peaked at $16K in Q1 2022. 43 funds tracked by Wall St. Rank hold KLR as of Q3 2023.

Worth Asset Management reported no remaining Kaleyra, Inc. position as of Q3 2023 after selling out during the quarter.
Worth Asset Management sold 172 Kaleyra, Inc. shares in Q3 2023, an estimated $1.16K.
Worth Asset Management first reported a position in Kaleyra, Inc. in Q1 2022 and held it in 6 quarters.
Worth Asset Management's Kaleyra, Inc. position peaked at $16K in Q1 2022.
43 funds tracked by Wall St. Rank held Kaleyra, Inc. as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.