HWG Holdings’s Apellis Pharmaceuticals APLS Stock Holding History

HWG Holdings’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 Q3	–	Sell	-205	Closed	-$18.7K	–	144
2023 Q2	$18.7K	Buy	+205	New	+$17.7K	0.01%	90

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HWG Holdings's APLS Position: Q3 2023 in Review

HWG Holdings sold out of Apellis Pharmaceuticals (APLS) in Q3 2023, closing a stake of 205 shares — an estimated $18.7K sold.

HWG Holdings first reported a position in APLS in Q2 2023 and held it in 1 quarter. The position peaked at $18.7K in Q2 2023. 256 funds tracked by Wall St. Rank hold APLS as of Q3 2023.

HWG Holdings reported no remaining Apellis Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
HWG Holdings sold 205 Apellis Pharmaceuticals shares in Q3 2023, an estimated $18.7K.
HWG Holdings first reported a position in Apellis Pharmaceuticals in Q2 2023 and held it in 1 quarter.
HWG Holdings's Apellis Pharmaceuticals position peaked at $18.7K in Q2 2023.
256 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2023.

Based on HWG Holdings's 13F filing for Q3 2023, filed 19 Oct 2023.