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Bourgeon Capital Management’s Klaviyo KVYO Stock Holding History

Bourgeon Capital Management’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-150
Closed -$4.17K – 243
2023
Q4 		$4.17K Hold
150
– – ﹤0.01% 279
2023
Q3 		$5.17K Buy
+150
New +$5.15K ﹤0.01% 257

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return
Greenoaks Capital Partners
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bourgeon Capital Management's KVYO Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Klaviyo (KVYO) in Q1 2024, closing a stake of 150 shares — an estimated $4.17K sold.

Bourgeon Capital Management first reported a position in KVYO in Q3 2023 and held it in 2 quarters. The position peaked at $5.17K in Q3 2023. 130 funds tracked by Wall St. Rank hold KVYO as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Klaviyo position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 150 Klaviyo shares in Q1 2024, an estimated $4.17K.
  • Bourgeon Capital Management first reported a position in Klaviyo in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Klaviyo position peaked at $5.17K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held Klaviyo as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.