CWG
APLS

Crown Wealth Group’s Apellis Pharmaceuticals APLS Stock Holding History

Crown Wealth Group’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
2023
Q3 		– Sell
-4,700
Closed -$428K – 73
2023
Q2 		$428K Sell
4,700
-700
-13% -$60.4K 0.34% 37
2023
Q1 		$356K Sell
5,400
-6,414
-54% -$370K 0.3% 43
2022
Q4 		$611K Buy
11,814
+6,840
+138% +$363K 0.57% 28
2022
Q3 		$340K Buy
+4,974
New +$294K 0.35% 39
2022
Q1 		– Sell
-5,040
Closed -$238K – 98
2021
Q4 		$238K Buy
+5,040
New +$198K 0.22% 64

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Crown Wealth Group's APLS Position: Q3 2023 in Review

Crown Wealth Group sold out of Apellis Pharmaceuticals (APLS) in Q3 2023, closing a stake of 4,700 shares — an estimated $428K sold.

Crown Wealth Group first reported a position in APLS in Q4 2021 and held it in 5 quarters. The position peaked at $611K in Q4 2022. 256 funds tracked by Wall St. Rank hold APLS as of Q3 2023.

  • Crown Wealth Group reported no remaining Apellis Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • Crown Wealth Group sold 4,700 Apellis Pharmaceuticals shares in Q3 2023, an estimated $428K.
  • Crown Wealth Group first reported a position in Apellis Pharmaceuticals in Q4 2021 and held it in 5 quarters.
  • Crown Wealth Group's Apellis Pharmaceuticals position peaked at $611K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2023.

Based on Crown Wealth Group's 13F filing for Q3 2023, filed 25 Oct 2023.