Mount Yale Investment Advisors’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Mount Yale Investment 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	-743	Closed	-$235K	–	570
2023 Q4	$235K	Buy	+743	New	+$144K	0.02%	454

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

Mount Yale Investment Advisors's KRTX Position: Q1 2024 in Review

Mount Yale Investment Advisors sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 743 shares — an estimated $235K sold.

Mount Yale Investment Advisors first reported a position in KRTX in Q4 2023 and held it in 1 quarter. The position peaked at $235K in Q4 2023. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

Mount Yale Investment Advisors reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Mount Yale Investment Advisors sold 743 Karuna Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $235K.
Mount Yale Investment Advisors first reported a position in Karuna Therapeutics, Inc. Common Stock in Q4 2023 and held it in 1 quarter.
Mount Yale Investment Advisors's Karuna Therapeutics, Inc. Common Stock position peaked at $235K in Q4 2023.
2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.