EverSource Wealth Advisors’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

EverSource Wealth 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
2024 Q1	–	Sell	-88	Closed	-$27.9K	–	3021
2023 Q4	$27.9K	Buy	88 +31	+54%	+$6.03K	﹤0.01%	1105
2023 Q3	$9.64K	Buy	57 +21	+58%	+$3.95K	﹤0.01%	1433
2023 Q2	$7.81K	Buy	36 +10	+38%	+$2.14K	﹤0.01%	1558
2023 Q1	$4.72K	Buy	26 +10	+63%	+$1.91K	﹤0.01%	1659
2022 Q4	$3.14K	Hold	16	–	–	﹤0.01%	1769
2022 Q3	$4K	Buy	+16	New	+$3.24K	﹤0.01%	1489
2022 Q2	–	Sell	-50	Closed	-$6K	–	1925
2022 Q1	$6K	Sell	50 -15	-23%	-$1.69K	﹤0.01%	1212
2021 Q4	$9K	Buy	+65	New	+$8.4K	﹤0.01%	1027

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

EverSource Wealth Advisors's KRTX Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 88 shares — an estimated $27.9K sold.

EverSource Wealth Advisors first reported a position in KRTX in Q4 2021 and held it in 8 quarters. The position peaked at $27.9K in Q4 2023. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

EverSource Wealth Advisors reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 88 Karuna Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $27.9K.
EverSource Wealth Advisors first reported a position in Karuna Therapeutics, Inc. Common Stock in Q4 2021 and held it in 8 quarters.
EverSource Wealth Advisors's Karuna Therapeutics, Inc. Common Stock position peaked at $27.9K in Q4 2023.
2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.