Bank of Montreal
KRTX

Bank of Montreal’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Bank of Montreal’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
-691
Closed -$219K – 4468
2023
Q4 		$219K Buy
+691
New +$134K ﹤0.01% 3075
2023
Q3 		– Sell
-11,868
Closed -$2.83M – 4352
2023
Q2 		$2.83M Sell
11,868
-1,025
-8% -$220K ﹤0.01% 1629
2023
Q1 		$2.39M Sell
12,893
-1,159
-8% -$222K ﹤0.01% 1613
2022
Q4 		$2.76M Sell
14,052
-3,921
-22% -$841K ﹤0.01% 1637
2022
Q3 		$4.11M Buy
17,973
+7,498
+72% +$1.52M ﹤0.01% 1446
2022
Q2 		$1.28M Buy
+10,475
New +$1.2M ﹤0.01% 2164
2021
Q2 		– Sell
-684
Closed -$81K – 5145
2021
Q1 		$81K Sell
684
-1,763
-72% -$200K ﹤0.01% 3493
2020
Q4 		$263K Buy
2,447
+1,716
+235% +$159K ﹤0.01% 3074
2020
Q3 		$59K Sell
731
-509
-41% -$43.4K ﹤0.01% 3356
2020
Q2 		$121K Buy
+1,240
New +$108K ﹤0.01% 3001
2020
Q1 		– Sell
-5,077
Closed -$382K – 4857
2019
Q4 		$382K Buy
+5,077
New +$222K ﹤0.01% 2810

Other funds holding KRTX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Bank of Montreal's KRTX Position: Q1 2024 in Review

Bank of Montreal sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 691 shares — an estimated $219K sold.

Bank of Montreal first reported a position in KRTX in Q4 2019 and held it in 11 quarters. The position peaked at $4.11M in Q3 2022. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

  • Bank of Montreal reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 691 Karuna Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $219K.
  • Bank of Montreal first reported a position in Karuna Therapeutics, Inc. Common Stock in Q4 2019 and held it in 11 quarters.
  • Bank of Montreal's Karuna Therapeutics, Inc. Common Stock position peaked at $4.11M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.