OIA
KRTX

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

OneDigital 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
-1,110
Closed -$351K – 1173
2023
Q4 		$351K Buy
+1,110
New +$216K 0.01% 856
2023
Q3 		– Sell
-1,016
Closed -$220K – 1043
2023
Q2 		$220K Buy
+1,016
New +$218K ﹤0.01% 926
2022
Q4 		– Sell
-1,013
Closed -$228K – 866
2022
Q3 		$228K Sell
1,013
-26,650
-96% -$5.39M 0.01% 675
2022
Q2 		$3.5M Buy
27,663
+600
+2% +$69K 0.15% 96
2022
Q1 		$3.43M Hold
27,063
– – 0.13% 107
2021
Q4 		$3.54M Hold
27,063
– – 0.13% 110
2021
Q3 		$3.31M Hold
27,063
– – 0.13% 105
2021
Q2 		$3.08M Sell
27,063
-20,000
-42% -$2.34M 0.13% 106
2021
Q1 		$5.66M Sell
47,063
-7,549
-14% -$855K 0.26% 62
2020
Q4 		$5.55M Sell
54,612
-1,690
-3% -$157K 0.29% 60
2020
Q3 		$4.35M Sell
56,302
-19,982
-26% -$1.7M 0.3% 63
2020
Q2 		$8.5M Buy
+76,284
New +$6.63M 0.61% 34

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

OneDigital Investment Advisors's KRTX Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 1,110 shares — an estimated $351K sold.

OneDigital Investment Advisors first reported a position in KRTX in Q2 2020 and held it in 12 quarters. The position peaked at $8.5M in Q2 2020. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

  • OneDigital Investment Advisors reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,110 Karuna Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $351K.
  • OneDigital Investment Advisors first reported a position in Karuna Therapeutics, Inc. Common Stock in Q2 2020 and held it in 12 quarters.
  • OneDigital Investment Advisors's Karuna Therapeutics, Inc. Common Stock position peaked at $8.5M in Q2 2020.
  • 2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.