CA
APLS

Continuum Advisory’s Apellis Pharmaceuticals APLS Stock Holding History

Continuum Advisory’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
Q3 		– Sell
-37
Closed -$1.42K – 1923
2024
Q2 		$1.42K Buy
37
+8
+28% +$362 ﹤0.01% 1392
2024
Q1 		$1.23K Buy
+29
New +$1.85K ﹤0.01% 1425

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
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Continuum Advisory's APLS Position: Q3 2024 in Review

Continuum Advisory sold out of Apellis Pharmaceuticals (APLS) in Q3 2024, closing a stake of 37 shares — an estimated $1.42K sold.

Continuum Advisory first reported a position in APLS in Q1 2024 and held it in 2 quarters. The position peaked at $1.42K in Q2 2024. 265 funds tracked by Wall St. Rank hold APLS as of Q3 2024.

  • Continuum Advisory reported no remaining Apellis Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • Continuum Advisory sold 37 Apellis Pharmaceuticals shares in Q3 2024, an estimated $1.42K.
  • Continuum Advisory first reported a position in Apellis Pharmaceuticals in Q1 2024 and held it in 2 quarters.
  • Continuum Advisory's Apellis Pharmaceuticals position peaked at $1.42K in Q2 2024.
  • 265 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.