Klr Investment Advisors, LLC Sells in Q1 2024

Klr Investment Advisors, LLC

  • $138 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SAP
Sap Se

Technology
-8.52K
- 86.35%
$148.52 - $197.09 $1.27M - $1.68M
1.35K $240M
SHEL
Shell PLC

Energy
-16.9K
- 76.43%
$61.04 - $67.42 $1.03M - $1.14M
5.21K $377M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-13K
- 11.43%
$42.98 - $43.99 $558K - $571K
101K $4.26B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-16.3K
- 29.56%
$27.04 - $29.77 $441K - $486K
38.9K $1.11B
AAPL
Apple Inc.

Technology
-147
- 0.99%
$169.0 - $195.18 $24.8K - $28.7K
14.7K $2.44B
HON
Honeywell International Inc

Industrials
-1.93K
- 63.1%
$193.01 - $209.0 $372K - $403K
1.13K $221M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-10.7K
- 25.51%
$34.97 - $38.38 $373K - $409K
31.1K $1.13B
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-9.74K
- 15.57%
$38.7 - $42.6 $377K - $415K
52.8K $2.12B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-7.93K
- 16.07%
$49.46 - $55.4 $392K - $439K
41.4K $2.21B
WIT
Wipro LTD

Technology
-39.2K
- 65.69%
$5.35 - $6.43 $210K - $252K
20.5K $113M
FICO
Fair Isaac Corp

Technology
-177
- 24.31%
$1115.46 - $1334.99 $197K - $236K
551 $634M
IEF
Ishares Barclays

ETFs
-1.78K
- 24.95%
$93.54 - $96.82 $166K - $172K
5.35K $490M
TSLA
Tesla, Inc.

Consumer Cyclical
-24
- 1.36%
$162.5 - $248.42 $3.9K - $5.96K
1.74K $248M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-3.43K
- 14.32%
$64.49 - $70.72 $221K - $243K
20.5K $1.4B
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-3.29K
- 14.31%
$44.71 - $45.52 $147K - $150K
19.7K $879M
PLD
Prologis, Inc.

Real Estate
-342
- 8.32%
$125.14 - $135.07 $42.8K - $46.2K
3.77K $392M
UNH
Unitedhealth Group Inc

Healthcare
-253
- 31.55%
$472.6 - $545.42 $120K - $138K
549 $270M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.69K
- 14.98%
$69.56 - $76.3 $187K - $205K
15.3K $1.11B
IVV
Ishares Core S&P 500 ETF

ETFs
-402
- 15.18%
$469.56 - $525.73 $189K - $211K
2.25K $1.13B
CHKP
Check Point Software Technologies LTD

Technology
-1.25K
- 12.17%
$151.05 - $166.48 $188K - $207K
8.98K $1.43B
CALX
Calix, Inc

Technology
-793
- 10.28%
$32.64 - $44.53 $25.9K - $35.3K
6.92K $205M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-318
- 8.06%
$99.73 - $109.99 $31.7K - $35K
3.63K $298M
QLYS
Qualys, Inc.

Technology
-318
- 13.95%
$159.47 - $198.19 $50.7K - $63K
1.96K $330M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-1.06K
- 32.03%
$132.16 - $217.4 $140K - $230K
2.24K $362M
ACN
Accenture PLC

Technology
-152
- 7.48%
$333.82 - $386.91 $50.7K - $58.8K
1.88K $599M
AMGN
Amgen Inc

Healthcare
-288
- 13.76%
$268.87 - $324.56 $77.4K - $93.5K
1.81K $491M
POWI
Power Integrations Inc

Technology
-291
- 7.0%
$68.91 - $82.37 $20.1K - $24K
3.87K $244M
WTMF
Wisdomtree Tr Managed Futures

ETFs
-4.22K
- 12.69%
$34.62 - $37.5 $146K - $158K
29K $1.07B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.61K
- 12.08%
$64.37 - $68.92 $104K - $111K
11.7K $792M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-3.8K
- 10.99%
$41.7 - $46.55 $159K - $177K
30.8K $1.37B
STOT
Spdr Doubleline Short Duration

ETFs
-1.76K
- 12.41%
$46.77 - $47.05 $82.3K - $82.8K
12.4K $580M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-1.3K
- 7.66%
$16.39 - $20.09 $21.3K - $26.1K
15.6K $258M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.05K
- 13.35%
$109.98 - $120.99 $115K - $127K
6.8K $795M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-2.68K
- 12.94%
$31.37 - $33.58 $84K - $89.9K
18K $577M
CRH.L
Crh PLC

Basic Materials
-1.44K
- 26.89%
N/A
3.91K $303M
CCI
Crown Castle International Corp

Real Estate
-282
- 11.71%
$101.93 - $116.62 $28.7K - $32.9K
2.13K $202M
CSCO
Cisco Systems, Inc.

Technology
-1.07K
- 11.4%
$48.06 - $52.33 $51.4K - $55.9K
8.31K $403M
TDY
Teledyne Technologies Inc

Technology
-47
- 3.87%
$414.68 - $441.98 $19.5K - $20.8K
1.17K $471M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.69K
- 12.97%
$44.21 - $48.77 $74.9K - $82.6K
11.4K $528M
SMPL
Simply Good Foods CO

Consumer Defensive
-477
- 6.08%
$33.04 - $42.69 $15.8K - $20.4K
7.37K $243M
PM
Philip Morris International Inc.

Consumer Defensive
-641
- 11.45%
$88.98 - $96.29 $57K - $61.7K
4.96K $466M
AZPN
Aspen Technology, Inc.

Technology
-91
- 4.22%
$175.36 - $216.89 $16K - $19.7K
2.06K $407M
MGPI
Mgp Ingredients Inc

Consumer Defensive
-219
- 8.08%
$77.81 - $98.11 $17K - $21.5K
2.49K $200M
FDS
Factset Research Systems Inc

Financial Services
-63
- 7.0%
$443.86 - $487.9 $28K - $30.7K
837 $367M
CIG
Energy CO Of Minas Gerais

Utilities
-25.7K
- 60.07%
$2.2 - $2.51 $56.6K - $64.6K
17.1K $42.9M
ADBE
Adobe Inc.

Technology
-6
- 1.33%
$492.46 - $634.76 $2.95K - $3.81K
446 $208M
VRSK
Verisk Analytics, Inc.

Industrials
-128
- 6.65%
$231.21 - $250.66 $29.6K - $32.1K
1.8K $401M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.06K
- 12.76%
$47.45 - $51.31 $50.5K - $54.6K
7.28K $363M
NPO
Enpro Industries, Inc

Industrials
-191
- 6.23%
$143.06 - $168.77 $27.3K - $32.2K
2.88K $427M
Activity Summary
Buys All Purchases 64 New Holdings 25 Increased Positions 39 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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