FWM
APLS

Focused Wealth Management’s Apellis Pharmaceuticals APLS Stock Holding History

Focused Wealth Management’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
-490
Closed -$29.3K – 249
2023
Q4 		$29.3K Hold
490
– – ﹤0.01% 381
2023
Q3 		$18.6K Hold
490
– – ﹤0.01% 434
2023
Q2 		$44.6K Buy
+490
New +$42.3K 0.01% 321

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

Focused Wealth Management's APLS Position: Q1 2024 in Review

Focused Wealth Management sold out of Apellis Pharmaceuticals (APLS) in Q1 2024, closing a stake of 490 shares — an estimated $29.3K sold.

Focused Wealth Management first reported a position in APLS in Q2 2023 and held it in 3 quarters. The position peaked at $44.6K in Q2 2023. 302 funds tracked by Wall St. Rank hold APLS as of Q1 2024.

  • Focused Wealth Management reported no remaining Apellis Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 490 Apellis Pharmaceuticals shares in Q1 2024, an estimated $29.3K.
  • Focused Wealth Management first reported a position in Apellis Pharmaceuticals in Q2 2023 and held it in 3 quarters.
  • Focused Wealth Management's Apellis Pharmaceuticals position peaked at $44.6K in Q2 2023.
  • 302 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.