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APLS

Affinity Asset Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Affinity Asset Advisors’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
2025
Q1 		– Sell
-50,000
Closed -$1.6M – 99
2024
Q4 		$1.6M Buy
+50,000
New +$1.5M 0.21% 63
2024
Q2 		– Sell
-165,000
Closed -$9.7M – 103
2024
Q1 		$9.7M Buy
165,000
+90,000
+120% +$5.74M 1.2% 24
2023
Q4 		$4.49M Buy
75,000
+35,000
+88% +$1.78M 0.82% 34
2023
Q3 		$1.52M Buy
40,000
+30,000
+300% +$1.32M 0.43% 50
2023
Q2 		$911K Sell
10,000
-25,000
-71% -$2.16M 0.32% 54
2023
Q1 		$2.31M Buy
+35,000
New +$2.02M 0.76% 38
2021
Q3 		– Sell
-10,000
Closed -$632K – 75
2021
Q2 		$632K Buy
+10,000
New +$516K 0.23% 64

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Affinity Asset Advisors's APLS Position: Q1 2025 in Review

Affinity Asset Advisors sold out of Apellis Pharmaceuticals (APLS) in Q1 2025, closing a stake of 50,000 shares — an estimated $1.6M sold.

Affinity Asset Advisors first reported a position in APLS in Q2 2021 and held it in 7 quarters. The position peaked at $9.7M in Q1 2024. 255 funds tracked by Wall St. Rank hold APLS as of Q1 2025.

  • Affinity Asset Advisors reported no remaining Apellis Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Affinity Asset Advisors sold 50,000 Apellis Pharmaceuticals shares in Q1 2025, an estimated $1.6M.
  • Affinity Asset Advisors first reported a position in Apellis Pharmaceuticals in Q2 2021 and held it in 7 quarters.
  • Affinity Asset Advisors's Apellis Pharmaceuticals position peaked at $9.7M in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2025.

Based on Affinity Asset Advisors's 13F filing for Q1 2025, filed 14 May 2025.