AF
APLS

Advisornet Financial’s Apellis Pharmaceuticals APLS Stock Holding History

Advisornet Financial’s Portfolio APLS Stock Details APLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-300
Closed -$18 – 2067
2023
Q4 		$18 Hold
300
– – ﹤0.01% 2420
2023
Q3 		$12 Hold
300
– – ﹤0.01% 2272
2023
Q2 		$27 Buy
+300
New +$25.9K ﹤0.01% 2334

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisornet Financial's APLS Position: Q2 2025 in Review

Advisornet Financial sold out of Apellis Pharmaceuticals (APLS) in Q2 2025, closing a stake of 415 shares — an estimated $9.08K sold.

Advisornet Financial first reported a position in APLS in Q1 2023 and held it in 9 quarters. The position peaked at $21K in Q2 2023. 247 funds tracked by Wall St. Rank hold APLS as of Q2 2025.

  • Advisornet Financial reported no remaining Apellis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Advisornet Financial sold 415 Apellis Pharmaceuticals shares in Q2 2025, an estimated $9.08K.
  • Advisornet Financial first reported a position in Apellis Pharmaceuticals in Q1 2023 and held it in 9 quarters.
  • Advisornet Financial's Apellis Pharmaceuticals position peaked at $21K in Q2 2023.
  • 247 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.