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Jaffetilchin Investment Partners’s Klaviyo KVYO Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-1,950
Closed -$69K – 865
2024
Q3 		$69K Buy
+1,950
New +$56.5K 0.01% 527

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WRCM
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SCV
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Capital Research Global Investors
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Bank of New York Mellon
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Federated Hermes
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GCP
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jaffetilchin Investment Partners's KVYO Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Klaviyo (KVYO) in Q4 2024, closing a stake of 1,950 shares — an estimated $69K sold.

Jaffetilchin Investment Partners first reported a position in KVYO in Q3 2024 and held it in 1 quarter. The position peaked at $69K in Q3 2024. 183 funds tracked by Wall St. Rank hold KVYO as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Klaviyo position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,950 Klaviyo shares in Q4 2024, an estimated $69K.
  • Jaffetilchin Investment Partners first reported a position in Klaviyo in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Klaviyo position peaked at $69K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Klaviyo as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.