HA
APLS

HC Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

HC Advisors’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
-3,507
Closed -$210K – 92
2023
Q4 		$210K Buy
+3,507
New +$178K 0.12% 85
2023
Q3 		– Sell
-3,128
Closed -$285K – 85
2023
Q2 		$285K Sell
3,128
-250
-7% -$21.6K 0.17% 67
2023
Q1 		$223K Sell
3,378
-2,347
-41% -$135K 0.14% 73
2022
Q4 		$296K Sell
5,725
-35,640
-86% -$1.89M 0.2% 65
2022
Q3 		$2.83M Buy
41,365
+34,186
+476% +$2.02M 1.95% 15
2022
Q2 		$325K Buy
7,179
+300
+4% +$13.7K 0.23% 57
2022
Q1 		$350K Sell
6,879
-5,181
-43% -$229K 0.22% 57
2021
Q4 		$570K Buy
+12,060
New +$475K 0.35% 43
2021
Q3 		– Sell
-3,310
Closed -$209K – 82
2021
Q2 		$209K Sell
3,310
-2,213
-40% -$114K 0.13% 76
2021
Q1 		$237K Sell
5,523
-195
-3% -$9.23K 0.15% 67
2020
Q4 		$327K Buy
+5,718
New +$242K 0.22% 57

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

HC Advisors's APLS Position: Q1 2024 in Review

HC Advisors sold out of Apellis Pharmaceuticals (APLS) in Q1 2024, closing a stake of 3,507 shares — an estimated $210K sold.

HC Advisors first reported a position in APLS in Q4 2020 and held it in 11 quarters. The position peaked at $2.83M in Q3 2022. 302 funds tracked by Wall St. Rank hold APLS as of Q1 2024.

  • HC Advisors reported no remaining Apellis Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • HC Advisors sold 3,507 Apellis Pharmaceuticals shares in Q1 2024, an estimated $210K.
  • HC Advisors first reported a position in Apellis Pharmaceuticals in Q4 2020 and held it in 11 quarters.
  • HC Advisors's Apellis Pharmaceuticals position peaked at $2.83M in Q3 2022.
  • 302 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2024.

Based on HC Advisors's 13F filing for Q1 2024, filed 14 May 2024.