GJWM
APLS

Gilliland Jeter Wealth Management’s Apellis Pharmaceuticals APLS Stock Holding History

Gilliland Jeter 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
Q4 		– Sell
-712
Closed -$20.5K – 198
2024
Q3 		$20.5K Hold
712
– – 0.01% 389
2024
Q2 		$27.3K Hold
712
– – 0.01% 353
2024
Q1 		$41.9K Buy
+712
New +$45.4K 0.01% 304

Other funds holding APLS

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Gilliland Jeter Wealth Management's APLS Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Apellis Pharmaceuticals (APLS) in Q4 2024, closing a stake of 712 shares — an estimated $20.5K sold.

Gilliland Jeter Wealth Management first reported a position in APLS in Q1 2024 and held it in 3 quarters. The position peaked at $41.9K in Q1 2024. 260 funds tracked by Wall St. Rank hold APLS as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Apellis Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 712 Apellis Pharmaceuticals shares in Q4 2024, an estimated $20.5K.
  • Gilliland Jeter Wealth Management first reported a position in Apellis Pharmaceuticals in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Apellis Pharmaceuticals position peaked at $41.9K in Q1 2024.
  • 260 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.