AWM
KRTX

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

Avitas 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
2021
Q4 		– Sell
-5,936
Closed -$726K – 202
2021
Q3 		$726K Sell
5,936
-75
-1% -$8.66K 0.13% 149
2021
Q2 		$685K Buy
6,011
+193
+3% +$22.6K 0.12% 165
2021
Q1 		$699K Buy
5,818
+1,221
+27% +$138K 0.14% 165
2020
Q4 		$467K Buy
+4,597
New +$426K 0.09% 187

Other funds holding KRTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 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
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
PBPIA
Pivotal bioVenture Partners Investment Advisor San Francisco, California $280M AUM 181.4% 1-Year Est. Return

Avitas Wealth Management's KRTX Position: Q4 2021 in Review

Avitas Wealth Management sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q4 2021, closing a stake of 5,936 shares — an estimated $726K sold.

Avitas Wealth Management first reported a position in KRTX in Q4 2020 and held it in 4 quarters. The position peaked at $726K in Q3 2021. 171 funds tracked by Wall St. Rank hold KRTX as of Q4 2021.

  • Avitas Wealth Management reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 5,936 Karuna Therapeutics, Inc. Common Stock shares in Q4 2021, an estimated $726K.
  • Avitas Wealth Management first reported a position in Karuna Therapeutics, Inc. Common Stock in Q4 2020 and held it in 4 quarters.
  • Avitas Wealth Management's Karuna Therapeutics, Inc. Common Stock position peaked at $726K in Q3 2021.
  • 171 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q4 2021.

Based on Avitas Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.