Creative Planning’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Creative Planning’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	-1,251	Closed	-$396K	–	3030
2023 Q4	$396K	Buy	+1,251	New	+$243K	﹤0.01%	1875
2023 Q3	–	Sell	-1,462	Closed	-$317K	–	3073
2023 Q2	$317K	Buy	+1,462	New	+$313K	﹤0.01%	1869

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

Creative Planning's KRTX Position: Q1 2024 in Review

Creative Planning sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 1,251 shares — an estimated $396K sold.

Creative Planning first reported a position in KRTX in Q2 2023 and held it in 2 quarters. The position peaked at $396K in Q4 2023. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

Creative Planning reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Creative Planning sold 1,251 Karuna Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $396K.
Creative Planning first reported a position in Karuna Therapeutics, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
Creative Planning's Karuna Therapeutics, Inc. Common Stock position peaked at $396K in Q4 2023.
2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.