Inception Portfolio KVYO Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$3.62 Mil
% of Total Estimate Gain
41.51%

Inception Portfolio's Klaviyo Inc Holding Summary

As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND INC held - shares of Klaviyo Inc(KVYO), totaling N/A. This investment constitutes 0% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0% of the outstanding Klaviyo Inc(KVYO) stock.

The initial trade took place in 2024Q2. And since then Inception Portfolio has made 1 purchases of KVYO, at an average price of $23.40, for a total of 372,502.00 shares. In addition, there have been 3 sales at an average price of $33.11 for 372,502.00 shares. Based on historical transaction data and KVYO's current price of $33.86, Inception Portfolio's estimated gain on his KVYO holdings is $3.62 Mil, reflecting a 41.51% gain to date.

Inception Portfolio KVYO ($33.86) Holding Chart

Inception Portfolio KVYO ($33.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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