AW
KRTX

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

Avion Wealth’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
2023
Q4 		– Sell
-4
Closed – – 1400
2023
Q3 		$0 Buy
+4
New +$752 ﹤0.01% 1281

Other funds holding KRTX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Avion Wealth's KRTX Position: Q4 2023 in Review

Avion Wealth sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q4 2023, closing a stake of 4 shares.

Avion Wealth first reported a position in KRTX in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 328 funds tracked by Wall St. Rank hold KRTX as of Q4 2023.

  • Avion Wealth reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Avion Wealth sold 4 Karuna Therapeutics, Inc. Common Stock shares in Q4 2023.
  • Avion Wealth first reported a position in Karuna Therapeutics, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
  • Avion Wealth's Karuna Therapeutics, Inc. Common Stock position peaked at $0 in Q3 2023.
  • 328 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.