AssetMark Inc’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

AssetMark Inc’s Portfolio KRTX Stock Details KRTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,332	Closed	-$1.37M	–	2162
2023 Q4	$1.37M	Buy	4,332 +1,164	+37%	+$226K	0.01%	603
2023 Q3	$536K	Buy	3,168 +486	+18%	+$91.4K	﹤0.01%	742
2023 Q2	$582K	Buy	2,682 +560	+26%	+$120K	﹤0.01%	699
2023 Q1	$385K	Buy	2,122 +916	+76%	+$175K	﹤0.01%	749
2022 Q4	$237K	Buy	1,206 +694	+136%	+$149K	﹤0.01%	795
2022 Q3	$115K	Buy	+512	New	+$104K	﹤0.01%	830

Other funds holding KRTX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

AssetMark Inc's KRTX Position: Q1 2024 in Review

AssetMark Inc sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 4,332 shares — an estimated $1.37M sold.

AssetMark Inc first reported a position in KRTX in Q3 2022 and held it in 6 quarters. The position peaked at $1.37M in Q4 2023. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

AssetMark Inc reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
AssetMark Inc sold 4,332 Karuna Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $1.37M.
AssetMark Inc first reported a position in Karuna Therapeutics, Inc. Common Stock in Q3 2022 and held it in 6 quarters.
AssetMark Inc's Karuna Therapeutics, Inc. Common Stock position peaked at $1.37M in Q4 2023.
2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on AssetMark Inc's 13F filing for Q1 2024, filed 7 May 2024.