VFA
KRTX

Valeo Financial Advisors’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-107
Closed -$13K – 1953
2021
Q1 		$13K Hold
107
– – ﹤0.01% 1302
2020
Q4 		$11K Buy
+107
New +$9.91K ﹤0.01% 1188

Other funds holding KRTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
PBPIA
Pivotal bioVenture Partners Investment Advisor San Francisco, California $280M AUM 181.4% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Valeo Financial Advisors's KRTX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q2 2021, closing a stake of 107 shares — an estimated $13K sold.

Valeo Financial Advisors first reported a position in KRTX in Q4 2020 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 159 funds tracked by Wall St. Rank hold KRTX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 107 Karuna Therapeutics, Inc. Common Stock shares in Q2 2021, an estimated $13K.
  • Valeo Financial Advisors first reported a position in Karuna Therapeutics, Inc. Common Stock in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Karuna Therapeutics, Inc. Common Stock position peaked at $13K in Q1 2021.
  • 159 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.