Pursue Wealth Partners’s Klaviyo KVYO Stock Holding History

Pursue Wealth 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 Q1	–	Sell	-63,117	Closed	-$1.75M	–	106
2023 Q4	$1.75M	Buy	+63,117	New	+$1.87M	1.13%	26

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pursue Wealth Partners's KVYO Position: Q1 2024 in Review

Pursue Wealth Partners sold out of Klaviyo (KVYO) in Q1 2024, closing a stake of 63,117 shares — an estimated $1.75M sold.

Pursue Wealth Partners first reported a position in KVYO in Q4 2023 and held it in 1 quarter. The position peaked at $1.75M in Q4 2023. 130 funds tracked by Wall St. Rank hold KVYO as of Q1 2024.

Pursue Wealth Partners reported no remaining Klaviyo position as of Q1 2024 after selling out during the quarter.
Pursue Wealth Partners sold 63,117 Klaviyo shares in Q1 2024, an estimated $1.75M.
Pursue Wealth Partners first reported a position in Klaviyo in Q4 2023 and held it in 1 quarter.
Pursue Wealth Partners's Klaviyo position peaked at $1.75M in Q4 2023.
130 funds tracked by Wall St. Rank held Klaviyo as of Q1 2024.

Based on Pursue Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.