AI
APLS

Axiom Investors’s Apellis Pharmaceuticals APLS Stock Holding History

Axiom Investors’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
Q2 		– Sell
-50,770
Closed -$2.98M – 129
2024
Q1 		$2.98M Buy
50,770
+19,889
+64% +$1.27M 0.03% 120
2023
Q4 		$1.85M Buy
30,881
+23,850
+339% +$1.21M 0.02% 123
2023
Q3 		$267K Sell
7,031
-18,764
-73% -$824K ﹤0.01% 129
2023
Q2 		$2.35M Buy
25,795
+4,000
+18% +$345K 0.04% 101
2023
Q1 		$1.44M Sell
21,795
-3,553
-14% -$205K 0.02% 115
2022
Q4 		$1.31M Sell
25,348
-6,627
-21% -$351K 0.03% 110
2022
Q3 		$2.18M Buy
+31,975
New +$1.89M 0.05% 105

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axiom Investors's APLS Position: Q2 2024 in Review

Axiom Investors sold out of Apellis Pharmaceuticals (APLS) in Q2 2024, closing a stake of 50,770 shares — an estimated $2.98M sold.

Axiom Investors first reported a position in APLS in Q3 2022 and held it in 7 quarters. The position peaked at $2.98M in Q1 2024. 263 funds tracked by Wall St. Rank hold APLS as of Q2 2024.

  • Axiom Investors reported no remaining Apellis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Axiom Investors sold 50,770 Apellis Pharmaceuticals shares in Q2 2024, an estimated $2.98M.
  • Axiom Investors first reported a position in Apellis Pharmaceuticals in Q3 2022 and held it in 7 quarters.
  • Axiom Investors's Apellis Pharmaceuticals position peaked at $2.98M in Q1 2024.
  • 263 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2024.

Based on Axiom Investors's 13F filing for Q2 2024, filed 13 Aug 2024.