Carson Wealth (CWM LLC)’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Carson Wealth (CWM LLC)’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	-272	Closed	-$86K	–	4866
2023 Q4	$86K	Buy	272 +117	+75%	+$22.7K	﹤0.01%	1849
2023 Q3	$26K	Buy	155 +22	+17%	+$4.14K	﹤0.01%	2515
2023 Q2	$29K	Buy	133 +51	+62%	+$10.9K	﹤0.01%	2403
2023 Q1	$15K	Sell	82 -73	-47%	-$14K	﹤0.01%	2724
2022 Q4	$30K	Buy	155 +95	+158%	+$20.4K	﹤0.01%	2095
2022 Q3	$13K	Buy	60 +34	+131%	+$6.88K	﹤0.01%	2541
2022 Q2	$3K	Buy	26 +22	+550%	+$2.53K	﹤0.01%	3273
2022 Q1	$1K	Buy	+4	New	+$450	﹤0.01%	3455

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

Carson Wealth (CWM LLC)'s KRTX Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 272 shares — an estimated $86K sold.

Carson Wealth (CWM LLC) first reported a position in KRTX in Q1 2022 and held it in 8 quarters. The position peaked at $86K in Q4 2023. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

Carson Wealth (CWM LLC) reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 272 Karuna Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $86K.
Carson Wealth (CWM LLC) first reported a position in Karuna Therapeutics, Inc. Common Stock in Q1 2022 and held it in 8 quarters.
Carson Wealth (CWM LLC)'s Karuna Therapeutics, Inc. Common Stock position peaked at $86K in Q4 2023.
2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.