TWA
KRTX

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

TCI 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
Q2 		– Sell
-58
Closed -$10.5K – 2426
2023
Q1 		$10.5K Hold
58
– – ﹤0.01% 1058
2022
Q4 		$11.4K Hold
58
– – ﹤0.01% 982
2022
Q3 		$13K Hold
58
– – ﹤0.01% 891
2022
Q2 		$7K Buy
+58
New +$6.67K ﹤0.01% 1305
2022
Q1 		– Sell
-42
Closed -$6K – 2524
2021
Q4 		$6K Hold
42
– – ﹤0.01% 1596
2021
Q3 		$5K Buy
42
+11
+35% +$1.27K ﹤0.01% 1678
2021
Q2 		$4K Buy
31
+12
+63% +$1.4K ﹤0.01% 1668
2021
Q1 		$2K Buy
+19
New +$2.15K ﹤0.01% 1955

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's KRTX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q2 2023, closing a stake of 58 shares — an estimated $10.5K sold.

TCI Wealth Advisors first reported a position in KRTX in Q1 2021 and held it in 8 quarters. The position peaked at $13K in Q3 2022. 289 funds tracked by Wall St. Rank hold KRTX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 58 Karuna Therapeutics, Inc. Common Stock shares in Q2 2023, an estimated $10.5K.
  • TCI Wealth Advisors first reported a position in Karuna Therapeutics, Inc. Common Stock in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's Karuna Therapeutics, Inc. Common Stock position peaked at $13K in Q3 2022.
  • 289 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.