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Plante Moran Financial Advisors’s Klaviyo KVYO Stock Holding History

Plante Moran Financial Advisors’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
-53
Closed -$1.47K – 890
2023
Q4 		$1.47K Buy
+53
New +$1.57K ﹤0.01% 744

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SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $1.56T AUM 27.86% 1-Year Est. Return

Plante Moran Financial Advisors's KVYO Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of Klaviyo (KVYO) in Q1 2024, closing a stake of 53 shares — an estimated $1.47K sold.

Plante Moran Financial Advisors first reported a position in KVYO in Q4 2023 and held it in 1 quarter. The position peaked at $1.47K in Q4 2023. 130 funds tracked by Wall St. Rank hold KVYO as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining Klaviyo position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 53 Klaviyo shares in Q1 2024, an estimated $1.47K.
  • Plante Moran Financial Advisors first reported a position in Klaviyo in Q4 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Klaviyo position peaked at $1.47K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Klaviyo as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.