VFA
KRTX

Values First Advisors’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Values First 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
-4,039
Closed -$1.28M – 179
2023
Q4 		$1.28M Sell
4,039
-68
-2% -$13.2K 0.77% 42
2023
Q3 		$694K Sell
4,107
-83
-2% -$15.6K 0.45% 68
2023
Q2 		$909K Sell
4,190
-102
-2% -$21.9K 0.55% 52
2023
Q1 		$780K Buy
4,292
+286
+7% +$54.7K 0.5% 59
2022
Q4 		$787K Sell
4,006
-1,245
-24% -$267K 0.55% 54
2022
Q3 		$1.18M Sell
5,251
-496
-9% -$100K 0.85% 39
2022
Q2 		$727K Sell
5,747
-416
-7% -$47.8K 0.52% 60
2022
Q1 		$781K Sell
6,163
-237
-4% -$26.7K 0.49% 62
2021
Q4 		$838K Sell
6,400
-391
-6% -$50.5K 0.5% 68
2021
Q3 		$831K Buy
6,791
+365
+6% +$42.1K 0.54% 61
2021
Q2 		$732K Buy
6,426
+4,744
+282% +$555K 0.5% 72
2021
Q1 		$202K Buy
+1,682
New +$191K 0.15% 134

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

Values First Advisors's KRTX Position: Q1 2024 in Review

Values First Advisors sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 4,039 shares — an estimated $1.28M sold.

Values First Advisors first reported a position in KRTX in Q1 2021 and held it in 12 quarters. The position peaked at $1.28M in Q4 2023. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

  • Values First Advisors reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Values First Advisors sold 4,039 Karuna Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $1.28M.
  • Values First Advisors first reported a position in Karuna Therapeutics, Inc. Common Stock in Q1 2021 and held it in 12 quarters.
  • Values First Advisors's Karuna Therapeutics, Inc. Common Stock position peaked at $1.28M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on Values First Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.