IFAM
KRTX

Institutional & Family Asset Management’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Institutional & Family Asset Management’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
Closed -$317 – 784
2023
Q4 		$317 Hold
1
– – ﹤0.01% 688
2023
Q3 		$169 Hold
1
– – ﹤0.01% 701
2023
Q2 		$217 Sell
1
-2
-67% -$428 ﹤0.01% 729
2023
Q1 		$545 Hold
3
– – ﹤0.01% 666
2022
Q4 		$590 Hold
3
– – ﹤0.01% 648
2022
Q3 		$1K Hold
3
– – ﹤0.01% 692
2022
Q2 		$0 Sell
3
-3
-50% -$345 ﹤0.01% 819
2022
Q1 		$1K Buy
6
+1
+20% +$113 ﹤0.01% 748
2021
Q4 		$1K Hold
5
– – ﹤0.01% 776
2021
Q3 		$1K Sell
5
-4
-44% -$462 ﹤0.01% 891
2021
Q2 		$1K Hold
9
– – ﹤0.01% 926
2021
Q1 		$1K Sell
9
-6
-40% -$680 ﹤0.01% 907
2020
Q4 		$2K Sell
15
-1
-6% -$93 ﹤0.01% 800
2020
Q3 		$1K Hold
16
– – ﹤0.01% 816
2020
Q2 		$2K Buy
16
+2
+14% +$174 ﹤0.01% 728
2020
Q1 		$1K Buy
+14
New +$1.2K ﹤0.01% 788

Other funds holding KRTX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Institutional & Family Asset Management's KRTX Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 1 share — an estimated $317 sold.

Institutional & Family Asset Management first reported a position in KRTX in Q1 2020 and held it in 16 quarters. The position peaked at $2K in Q4 2020. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

  • Institutional & Family Asset Management reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1 Karuna Therapeutics, Inc. Common Stock share in Q1 2024, an estimated $317.
  • Institutional & Family Asset Management first reported a position in Karuna Therapeutics, Inc. Common Stock in Q1 2020 and held it in 16 quarters.
  • Institutional & Family Asset Management's Karuna Therapeutics, Inc. Common Stock position peaked at $2K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.