CWP
KRTX

Concord Wealth Partners’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-5
Closed -$1K – 1075
2020
Q4 		$1K Buy
+5
New +$463 ﹤0.01% 669

Other funds holding KRTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
PBPIA
Pivotal bioVenture Partners Investment Advisor San Francisco, California $280M AUM 181.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Concord Wealth Partners's KRTX Position: Q1 2021 in Review

Concord Wealth Partners sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in KRTX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 157 funds tracked by Wall St. Rank hold KRTX as of Q1 2021.

  • Concord Wealth Partners reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 5 Karuna Therapeutics, Inc. Common Stock shares in Q1 2021, an estimated $1K.
  • Concord Wealth Partners first reported a position in Karuna Therapeutics, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's Karuna Therapeutics, Inc. Common Stock position peaked at $1K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.