AWM
APLS

Avior Wealth Management’s Apellis Pharmaceuticals APLS Stock Holding History

Avior Wealth Management’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
-220
Closed -$7.02K – 821
2024
Q4 		$7.02K Buy
+220
New +$6.62K ﹤0.01% 1746
2024
Q2 		– Sell
-401
Closed -$23.6K – 2339
2024
Q1 		$23.6K Buy
+401
New +$25.6K ﹤0.01% 1531
2023
Q4 		– Sell
-3,806
Closed -$145K – 1528
2023
Q3 		$145K Buy
3,806
+1,039
+38% +$45.6K 0.01% 575
2023
Q2 		$252K Sell
2,767
-1,028
-27% -$88.7K 0.02% 478
2023
Q1 		$250K Buy
3,795
+413
+12% +$23.8K 0.02% 483
2022
Q4 		$175K Buy
+3,382
New +$179K 0.01% 484

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 $11.1B AUM 207.82% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 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 $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avior Wealth Management's APLS Position: Q1 2025 in Review

Avior Wealth Management sold out of Apellis Pharmaceuticals (APLS) in Q1 2025, closing a stake of 220 shares — an estimated $7.02K sold.

Avior Wealth Management first reported a position in APLS in Q4 2022 and held it in 6 quarters. The position peaked at $252K in Q2 2023. 255 funds tracked by Wall St. Rank hold APLS as of Q1 2025.

  • Avior Wealth Management reported no remaining Apellis Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 220 Apellis Pharmaceuticals shares in Q1 2025, an estimated $7.02K.
  • Avior Wealth Management first reported a position in Apellis Pharmaceuticals in Q4 2022 and held it in 6 quarters.
  • Avior Wealth Management's Apellis Pharmaceuticals position peaked at $252K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.