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Capital Performance Advisors’s Apogee Therapeutics APGE Stock Holding History

Capital Performance Advisors’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13
Closed -$764 – 322
2024
Q3 		$764 Buy
+13
New +$623 ﹤0.01% 2050

Other funds holding APGE

VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Capital Performance Advisors's APGE Position: Q4 2024 in Review

Capital Performance Advisors sold out of Apogee Therapeutics (APGE) in Q4 2024, closing a stake of 13 shares — an estimated $764 sold.

Capital Performance Advisors first reported a position in APGE in Q3 2024 and held it in 1 quarter. The position peaked at $764 in Q3 2024. 157 funds tracked by Wall St. Rank hold APGE as of Q4 2024.

  • Capital Performance Advisors reported no remaining Apogee Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 Apogee Therapeutics shares in Q4 2024, an estimated $764.
  • Capital Performance Advisors first reported a position in Apogee Therapeutics in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Apogee Therapeutics position peaked at $764 in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.