Integrated Wealth Concepts’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Integrated Wealth Concepts’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	-829	Closed	-$262K	–	1716
2023 Q4	$262K	Buy	+829	New	+$161K	﹤0.01%	1328
2023 Q3	–	Sell	-1,023	Closed	-$222K	–	1642
2023 Q2	$222K	Buy	+1,023	New	+$219K	﹤0.01%	1377

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

Integrated Wealth Concepts's KRTX Position: Q1 2024 in Review

Integrated Wealth Concepts sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 829 shares — an estimated $262K sold.

Integrated Wealth Concepts first reported a position in KRTX in Q2 2023 and held it in 2 quarters. The position peaked at $262K in Q4 2023. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

Integrated Wealth Concepts reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Integrated Wealth Concepts sold 829 Karuna Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $262K.
Integrated Wealth Concepts first reported a position in Karuna Therapeutics, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
Integrated Wealth Concepts's Karuna Therapeutics, Inc. Common Stock position peaked at $262K in Q4 2023.
2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on Integrated Wealth Concepts's 13F filing for Q1 2024, filed 15 May 2024.