JWA
KRTX

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

JFS 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
2023
Q3 		– Sell
-2
Closed -$434 – 2012
2023
Q2 		$434 Hold
2
– – ﹤0.01% 1783
2023
Q1 		$364 Buy
+2
New +$383 ﹤0.01% 1759

Other funds holding KRTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

JFS Wealth Advisors's KRTX Position: Q3 2023 in Review

JFS Wealth Advisors sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q3 2023, closing a stake of 2 shares — an estimated $434 sold.

JFS Wealth Advisors first reported a position in KRTX in Q1 2023 and held it in 2 quarters. The position peaked at $434 in Q2 2023. 256 funds tracked by Wall St. Rank hold KRTX as of Q3 2023.

  • JFS Wealth Advisors reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 2 Karuna Therapeutics, Inc. Common Stock shares in Q3 2023, an estimated $434.
  • JFS Wealth Advisors first reported a position in Karuna Therapeutics, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • JFS Wealth Advisors's Karuna Therapeutics, Inc. Common Stock position peaked at $434 in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q3 2023.

Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.