CPA
APLS

Capital Performance Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Capital Performance 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
Q4 		– Sell
-1,944
Closed -$56.1K – 325
2024
Q3 		$56.1K Buy
+1,944
New +$72K 0.02% 319

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.66T AUM 25.57% 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
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

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

Capital Performance Advisors sold out of Apellis Pharmaceuticals (APLS) in Q4 2024, closing a stake of 1,944 shares — an estimated $56.1K sold.

Capital Performance Advisors first reported a position in APLS in Q3 2024 and held it in 1 quarter. The position peaked at $56.1K in Q3 2024. 260 funds tracked by Wall St. Rank hold APLS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Apellis Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,944 Apellis Pharmaceuticals shares in Q4 2024, an estimated $56.1K.
  • Capital Performance Advisors first reported a position in Apellis Pharmaceuticals in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Apellis Pharmaceuticals position peaked at $56.1K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2024.

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