PFS
KRTX

Prospera Financial Services’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Prospera Financial Services’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
-780
Closed -$247K – 1151
2023
Q4 		$247K Buy
+780
New +$152K 0.01% 919
2023
Q1 		– Sell
-1,121
Closed -$220K – 1013
2022
Q4 		$220K Buy
+1,121
New +$240K 0.01% 817
2022
Q2 		– Sell
-1,724
Closed -$219K – 2716
2022
Q1 		$219K Sell
1,724
-165
-9% -$18.6K 0.01% 862
2021
Q4 		$247K Hold
1,889
– – 0.01% 766
2021
Q3 		$231K Buy
1,889
+69
+4% +$7.96K 0.01% 730
2021
Q2 		$207K Buy
+1,820
New +$213K 0.01% 758
2020
Q4 		– Sell
-942
Closed -$73K – 1642
2020
Q3 		$73K Buy
+942
New +$80.3K 0.03% 501

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

Prospera Financial Services's KRTX Position: Q1 2024 in Review

Prospera Financial Services sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 780 shares — an estimated $247K sold.

Prospera Financial Services first reported a position in KRTX in Q3 2020 and held it in 7 quarters. The position peaked at $247K in Q4 2021. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

  • Prospera Financial Services reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Prospera Financial Services sold 780 Karuna Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $247K.
  • Prospera Financial Services first reported a position in Karuna Therapeutics, Inc. Common Stock in Q3 2020 and held it in 7 quarters.
  • Prospera Financial Services's Karuna Therapeutics, Inc. Common Stock position peaked at $247K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.