Commonwealth Equity Services
APLS

Commonwealth Equity Services’s Apellis Pharmaceuticals APLS Stock Holding History

Commonwealth Equity Services’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
-4,919
Closed -$289K – 4040
2024
Q1 		$289K Sell
4,919
-2,249
-31% -$143K ﹤0.01% 3312
2023
Q4 		$429K Buy
7,168
+246
+4% +$12.5K ﹤0.01% 2860
2023
Q3 		$263K Buy
6,922
+2,263
+49% +$99.4K ﹤0.01% 3146
2023
Q2 		$424K Sell
4,659
-736
-14% -$63.5K ﹤0.01% 2758
2023
Q1 		$355 Buy
+5,395
New +$311K ﹤0.01% 2825

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

Commonwealth Equity Services's APLS Position: Q2 2024 in Review

Commonwealth Equity Services sold out of Apellis Pharmaceuticals (APLS) in Q2 2024, closing a stake of 4,919 shares — an estimated $289K sold.

Commonwealth Equity Services first reported a position in APLS in Q1 2023 and held it in 5 quarters. The position peaked at $429K in Q4 2023. 263 funds tracked by Wall St. Rank hold APLS as of Q2 2024.

  • Commonwealth Equity Services reported no remaining Apellis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 4,919 Apellis Pharmaceuticals shares in Q2 2024, an estimated $289K.
  • Commonwealth Equity Services first reported a position in Apellis Pharmaceuticals in Q1 2023 and held it in 5 quarters.
  • Commonwealth Equity Services's Apellis Pharmaceuticals position peaked at $429K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.