CWA Asset Management Group’s Apellis Pharmaceuticals APLS Stock Holding History

CWA Asset Management 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
2024 Q1	–	Sell	-3,425	Closed	-$205K	–	535
2023 Q4	$205K	Buy	+3,425	New	+$174K	0.01%	401
2023 Q3	–	Sell	-3,400	Closed	-$310K	–	357
2023 Q2	$310K	Hold	3,400	–	–	0.02%	276
2023 Q1	$224K	Buy	+3,400	New	+$196K	0.02%	290
2022 Q4	–	Sell	-4,000	Closed	-$273K	–	320
2022 Q3	$273K	Sell	4,000 -1,000	-20%	-$59.2K	0.03%	244
2022 Q2	$226K	Buy	+5,000	New	+$228K	0.02%	267
2021 Q1	–	Sell	-4,000	Closed	-$229K	–	275
2020 Q4	$229K	Buy	+4,000	New	+$169K	0.02%	237

Other funds holding APLS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CWA Asset Management Group's APLS Position: Q1 2024 in Review

CWA Asset Management Group sold out of Apellis Pharmaceuticals (APLS) in Q1 2024, closing a stake of 3,425 shares — an estimated $205K sold.

CWA Asset Management Group first reported a position in APLS in Q4 2020 and held it in 6 quarters. The position peaked at $310K in Q2 2023. 302 funds tracked by Wall St. Rank hold APLS as of Q1 2024.

CWA Asset Management Group reported no remaining Apellis Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
CWA Asset Management Group sold 3,425 Apellis Pharmaceuticals shares in Q1 2024, an estimated $205K.
CWA Asset Management Group first reported a position in Apellis Pharmaceuticals in Q4 2020 and held it in 6 quarters.
CWA Asset Management Group's Apellis Pharmaceuticals position peaked at $310K in Q2 2023.
302 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2024.

Based on CWA Asset Management Group's 13F filing for Q1 2024, filed 13 May 2024.