Harbor Investment Advisory’s Apellis Pharmaceuticals APLS Stock Holding History

Harbor Investment 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
2025 Q1	–	Sell	-200	Closed	-$6.38K	–	1177
2024 Q4	$6.38K	Buy	+200	New	+$6.01K	﹤0.01%	945
2023 Q3	–	Sell	-667	Closed	-$60.8K	–	1195
2023 Q2	$60.8K	Sell	667 -666	-50%	-$57.5K	0.01%	657
2023 Q1	$87.9K	Hold	1,333	–	–	0.01%	534
2022 Q4	$68.9K	Hold	1,333	–	–	0.01%	589
2022 Q3	$91K	Hold	1,333	–	–	0.02%	497
2022 Q2	$60K	Buy	1,333 +220	+20%	+$10K	0.01%	645
2022 Q1	$57K	Sell	1,113 -154	-12%	-$6.8K	0.01%	710
2021 Q4	$60K	Buy	1,267 +254	+25%	+$10K	0.01%	685
2021 Q3	$33K	Buy	1,013 +538	+113%	+$30.2K	﹤0.01%	846
2021 Q2	$30K	Buy	+475	New	+$24.5K	﹤0.01%	830

Other funds holding APLS

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

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbor Investment Advisory's APLS Position: Q1 2025 in Review

Harbor Investment Advisory sold out of Apellis Pharmaceuticals (APLS) in Q1 2025, closing a stake of 200 shares — an estimated $6.38K sold.

Harbor Investment Advisory first reported a position in APLS in Q2 2021 and held it in 10 quarters. The position peaked at $91K in Q3 2022. 255 funds tracked by Wall St. Rank hold APLS as of Q1 2025.

Harbor Investment Advisory reported no remaining Apellis Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
Harbor Investment Advisory sold 200 Apellis Pharmaceuticals shares in Q1 2025, an estimated $6.38K.
Harbor Investment Advisory first reported a position in Apellis Pharmaceuticals in Q2 2021 and held it in 10 quarters.
Harbor Investment Advisory's Apellis Pharmaceuticals position peaked at $91K in Q3 2022.
255 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2025.

Based on Harbor Investment Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.