Capital Advisors Ltd’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Capital Advisors Ltd’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	-8	Closed	-$3K	–	1605
2023 Q4	$3K	Buy	8 +7	+700%	+$1.36K	﹤0.01%	977
2023 Q3	$0	Buy	+1	New	+$188	﹤0.01%	1526

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

Capital Advisors Ltd's KRTX Position: Q1 2024 in Review

Capital Advisors Ltd sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 8 shares — an estimated $3K sold.

Capital Advisors Ltd first reported a position in KRTX in Q3 2023 and held it in 2 quarters. The position peaked at $3K in Q4 2023. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

Capital Advisors Ltd reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Capital Advisors Ltd sold 8 Karuna Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $3K.
Capital Advisors Ltd first reported a position in Karuna Therapeutics, Inc. Common Stock in Q3 2023 and held it in 2 quarters.
Capital Advisors Ltd's Karuna Therapeutics, Inc. Common Stock position peaked at $3K in Q4 2023.
2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on Capital Advisors Ltd's 13F filing for Q1 2024, filed 18 Apr 2024.