OWM
KRTX

OneAscent Wealth Management’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

OneAscent Wealth 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
2022
Q2 		– Sell
-1,945
Closed -$247K – 233
2022
Q1 		$247K Buy
+1,945
New +$219K 0.12% 167
2021
Q4 		– Sell
-1,995
Closed -$244K – 151
2021
Q3 		$244K Buy
+1,995
New +$230K 0.28% 84

Other funds holding KRTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OneAscent Wealth Management's KRTX Position: Q2 2022 in Review

OneAscent Wealth Management sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q2 2022, closing a stake of 1,945 shares — an estimated $247K sold.

OneAscent Wealth Management first reported a position in KRTX in Q3 2021 and held it in 2 quarters. The position peaked at $247K in Q1 2022. 195 funds tracked by Wall St. Rank hold KRTX as of Q2 2022.

  • OneAscent Wealth Management reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,945 Karuna Therapeutics, Inc. Common Stock shares in Q2 2022, an estimated $247K.
  • OneAscent Wealth Management first reported a position in Karuna Therapeutics, Inc. Common Stock in Q3 2021 and held it in 2 quarters.
  • OneAscent Wealth Management's Karuna Therapeutics, Inc. Common Stock position peaked at $247K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q2 2022.

Based on OneAscent Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.