BFEC
APLS

Benjamin F. Edwards & Company’s Apellis Pharmaceuticals APLS Stock Holding History

Benjamin F. Edwards & Company’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 		$1K Hold
15
– – ﹤0.01% 2076
2024
Q1 		$1K Sell
15
-127
-89% -$8.1K ﹤0.01% 2061
2023
Q4 		$9K Buy
+142
New +$7.2K ﹤0.01% 1679

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $145B AUM 34.61% 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

Benjamin F. Edwards & Company's APLS Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Apellis Pharmaceuticals (APLS) position steady in Q2 2024 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Benjamin F. Edwards & Company first reported a position in APLS in Q4 2023 and has held it in 3 quarters since. The position peaked at $9K in Q4 2023. 263 funds tracked by Wall St. Rank hold APLS as of Q2 2024.

  • Benjamin F. Edwards & Company held 15 shares of Apellis Pharmaceuticals worth $1K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Apellis Pharmaceuticals share count unchanged in Q2 2024.
  • Apellis Pharmaceuticals made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2076 holding.
  • Benjamin F. Edwards & Company first reported a position in Apellis Pharmaceuticals in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Apellis Pharmaceuticals position peaked at $9K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.