AGWCA
APLS

Annis Gardner Whiting Capital Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Annis Gardner Whiting Capital 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
2024
Q3 		– Sell
-187
Closed -$7.17K – 745
2024
Q2 		$7.17K Hold
187
– – ﹤0.01% 722
2024
Q1 		$11K Buy
+187
New +$11.9K ﹤0.01% 653

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's APLS Position: Q3 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of Apellis Pharmaceuticals (APLS) in Q3 2024, closing a stake of 187 shares — an estimated $7.17K sold.

Annis Gardner Whiting Capital Advisors first reported a position in APLS in Q1 2024 and held it in 2 quarters. The position peaked at $11K in Q1 2024. 265 funds tracked by Wall St. Rank hold APLS as of Q3 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining Apellis Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 187 Apellis Pharmaceuticals shares in Q3 2024, an estimated $7.17K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Apellis Pharmaceuticals in Q1 2024 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Apellis Pharmaceuticals position peaked at $11K in Q1 2024.
  • 265 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.