CAPTRUST Financial Advisors’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

CAPTRUST Financial Advisors’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	-1,555	Closed	-$263K	–	2835
2023 Q3	$263K	Buy	1,555 +41	+3%	+$7.71K	﹤0.01%	2086
2023 Q2	$328K	Buy	+1,514	New	+$324K	﹤0.01%	1902
2022 Q3	–	Sell	-82	Closed	-$10K	–	4327
2022 Q2	$10K	Buy	82 +72	+720%	+$8.28K	﹤0.01%	3766
2022 Q1	$1K	Buy	10 +1	+11%	+$113	﹤0.01%	4783
2021 Q4	$1K	Buy	9 +1	+13%	+$129	﹤0.01%	4667
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	4520
2021 Q2	$1K	Buy	8 +3	+60%	+$351	﹤0.01%	4413
2021 Q1	$1K	Buy	+5	New	+$566	﹤0.01%	4267

Other funds holding KRTX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return

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

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

CAPTRUST Financial Advisors's KRTX Position: Q4 2023 in Review

CAPTRUST Financial Advisors sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q4 2023, closing a stake of 1,555 shares — an estimated $263K sold.

CAPTRUST Financial Advisors first reported a position in KRTX in Q1 2021 and held it in 8 quarters. The position peaked at $328K in Q2 2023. 328 funds tracked by Wall St. Rank hold KRTX as of Q4 2023.

CAPTRUST Financial Advisors reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
CAPTRUST Financial Advisors sold 1,555 Karuna Therapeutics, Inc. Common Stock shares in Q4 2023, an estimated $263K.
CAPTRUST Financial Advisors first reported a position in Karuna Therapeutics, Inc. Common Stock in Q1 2021 and held it in 8 quarters.
CAPTRUST Financial Advisors's Karuna Therapeutics, Inc. Common Stock position peaked at $328K in Q2 2023.
328 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q4 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.