Wealth Enhancement Advisory Services
KRTX

Wealth Enhancement Advisory Services’s Karuna Therapeutics, Inc. Common Stock KRTX Stock Holding History

Wealth Enhancement Advisory 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
-1,268
Closed -$401K – 2595
2023
Q4 		$401K Buy
1,268
+12
+1% +$2.33K ﹤0.01% 1641
2023
Q3 		$212K Buy
+1,256
New +$236K ﹤0.01% 1969

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

Wealth Enhancement Advisory Services's KRTX Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of Karuna Therapeutics, Inc. Common Stock (KRTX) in Q1 2024, closing a stake of 1,268 shares — an estimated $401K sold.

Wealth Enhancement Advisory Services first reported a position in KRTX in Q3 2023 and held it in 2 quarters. The position peaked at $401K in Q4 2023. 2 funds tracked by Wall St. Rank hold KRTX as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining Karuna Therapeutics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,268 Karuna Therapeutics, Inc. Common Stock shares in Q1 2024, an estimated $401K.
  • Wealth Enhancement Advisory Services first reported a position in Karuna Therapeutics, Inc. Common Stock in Q3 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Karuna Therapeutics, Inc. Common Stock position peaked at $401K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Karuna Therapeutics, Inc. Common Stock as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.