HGWM
APLS

Harvest Group Wealth Management’s Apellis Pharmaceuticals APLS Stock Holding History

Harvest Group 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
2023
Q1 		$1.98K Buy
30
+3
+11% +$173 ﹤0.01% 123
2022
Q4 		$1.4K Buy
27
+19
+238% +$1.01K ﹤0.01% 135
2022
Q3 		$0 Hold
8
– – ﹤0.01% 166
2022
Q2 		$0 Buy
+8
New +$365 ﹤0.01% 178

Other funds holding APLS

ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harvest Group Wealth Management's APLS Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Apellis Pharmaceuticals (APLS) stake by 11% in Q1 2023, buying an estimated $173 and bringing the position to 30 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

Harvest Group Wealth Management first reported a position in APLS in Q2 2022 and has held it in 4 quarters since. 281 funds tracked by Wall St. Rank hold APLS as of Q1 2023.

  • Harvest Group Wealth Management held 30 shares of Apellis Pharmaceuticals worth $1.98K as of Q1 2023.
  • Harvest Group Wealth Management bought 3 Apellis Pharmaceuticals shares in Q1 2023, an estimated $173.
  • Apellis Pharmaceuticals made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #123 holding.
  • Harvest Group Wealth Management first reported a position in Apellis Pharmaceuticals in Q2 2022 and has held it in 4 quarters since.
  • 281 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.