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Total Wealth Planning & Management’s Klaviyo KVYO Stock Holding History

Total Wealth Planning & 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
2025
Q1 		– Sell
-9,627
Closed -$397K – 219
2024
Q4 		$397K Buy
+9,627
New +$368K 0.36% 85

Other funds holding KVYO

Summit Partners
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Whale Rock Capital Management
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Ventures
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Greenoaks Capital Partners
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Total Wealth Planning & Management's KVYO Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of Klaviyo (KVYO) in Q1 2025, closing a stake of 9,627 shares — an estimated $397K sold.

Total Wealth Planning & Management first reported a position in KVYO in Q4 2024 and held it in 1 quarter. The position peaked at $397K in Q4 2024. 216 funds tracked by Wall St. Rank hold KVYO as of Q1 2025.

  • Total Wealth Planning & Management reported no remaining Klaviyo position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 9,627 Klaviyo shares in Q1 2025, an estimated $397K.
  • Total Wealth Planning & Management first reported a position in Klaviyo in Q4 2024 and held it in 1 quarter.
  • Total Wealth Planning & Management's Klaviyo position peaked at $397K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Klaviyo as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.