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Unique Wealth Strategies’s Klaviyo KVYO Stock Holding History

Unique Wealth Strategies’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
-15,503
Closed -$548K – 217
2024
Q3 		$548K Buy
+15,503
New +$449K 0.23% 110

Other funds holding KVYO

SP
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
SCV
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Unique Wealth Strategies's KVYO Position: Q4 2024 in Review

Unique Wealth Strategies sold out of Klaviyo (KVYO) in Q4 2024, closing a stake of 15,503 shares — an estimated $548K sold.

Unique Wealth Strategies first reported a position in KVYO in Q3 2024 and held it in 1 quarter. The position peaked at $548K in Q3 2024. 183 funds tracked by Wall St. Rank hold KVYO as of Q4 2024.

  • Unique Wealth Strategies reported no remaining Klaviyo position as of Q4 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 15,503 Klaviyo shares in Q4 2024, an estimated $548K.
  • Unique Wealth Strategies first reported a position in Klaviyo in Q3 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Klaviyo position peaked at $548K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Klaviyo as of Q4 2024.

Based on Unique Wealth Strategies's 13F filing for Q4 2024, filed 14 Jul 2026.