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Mirabella Financial Services’s Klaviyo KVYO Stock Holding History

Mirabella Financial Services’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
Q2 		– Sell
-18,800
Closed -$479K – 571
2024
Q1 		$479K Buy
+18,800
New +$502K 0.03% 308

Other funds holding KVYO

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Vanguard Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirabella Financial Services's KVYO Position: Q2 2024 in Review

Mirabella Financial Services sold out of Klaviyo (KVYO) in Q2 2024, closing a stake of 18,800 shares — an estimated $479K sold.

Mirabella Financial Services first reported a position in KVYO in Q1 2024 and held it in 1 quarter. The position peaked at $479K in Q1 2024. 131 funds tracked by Wall St. Rank hold KVYO as of Q2 2024.

  • Mirabella Financial Services reported no remaining Klaviyo position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 18,800 Klaviyo shares in Q2 2024, an estimated $479K.
  • Mirabella Financial Services first reported a position in Klaviyo in Q1 2024 and held it in 1 quarter.
  • Mirabella Financial Services's Klaviyo position peaked at $479K in Q1 2024.
  • 131 funds tracked by Wall St. Rank held Klaviyo as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.