AWM
KRTX

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

Avior Wealth Management’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
Q1 		– Sell
-877
Closed -$168K – 1673
2022
Q4 		$172K Buy
+877
New +$188K 0.01% 487

Other funds holding KRTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's KRTX Position: Q1 2023 in Review

Avior Wealth Management sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2023, closing a stake of 877 shares — an estimated $168K sold.

Avior Wealth Management first reported a position in KRTX in Q4 2022 and held it in 1 quarter. The position peaked at $172K in Q4 2022. 246 funds tracked by Wall St. Rank hold KRTX as of Q1 2023.

  • Avior Wealth Management reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Avior Wealth Management sold 877 Karuna Therapeutics, Inc. Common Stock shares in Q1 2023, an estimated $168K.
  • Avior Wealth Management first reported a position in Karuna Therapeutics, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • Avior Wealth Management's Karuna Therapeutics, Inc. Common Stock position peaked at $172K in Q4 2022.
  • 246 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2023.

Based on Avior Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.