IMA Advisory Services’s Apellis Pharmaceuticals APLS Stock Holding History

IMA Advisory Services’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	-4,150	Closed	-$378K	–	286
2023 Q2	$378K	Hold	4,150	–	–	0.1%	122
2023 Q1	$274K	Hold	4,150	–	–	0.07%	126
2022 Q4	$215K	Hold	4,150	–	–	0.06%	132
2022 Q3	$283K	Buy	4,150 +150	+4%	+$8.88K	0.08%	123
2022 Q2	$181K	Hold	4,000	–	–	0.04%	143
2022 Q1	$203K	Hold	4,000	–	–	0.05%	120
2021 Q4	$189K	Hold	4,000	–	–	0.04%	130
2021 Q3	$132K	Hold	4,000	–	–	0.03%	135
2021 Q2	$253K	Hold	4,000	–	–	0.06%	117
2021 Q1	$172K	Hold	4,000	–	–	0.04%	124
2020 Q4	$229K	Hold	4,000	–	–	0.06%	109
2020 Q3	$121K	Hold	4,000	–	–	0.04%	130
2020 Q2	$131K	Hold	4,000	–	–	0.05%	122
2020 Q1	$107K	Buy	+4,000	New	+$142K	0.05%	123

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

IMA Advisory Services's APLS Position: Q3 2023 in Review

IMA Advisory Services sold out of Apellis Pharmaceuticals (APLS) in Q3 2023, closing a stake of 4,150 shares — an estimated $378K sold.

IMA Advisory Services first reported a position in APLS in Q1 2020 and held it in 14 quarters. The position peaked at $378K in Q2 2023. 256 funds tracked by Wall St. Rank hold APLS as of Q3 2023.

IMA Advisory Services reported no remaining Apellis Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
IMA Advisory Services sold 4,150 Apellis Pharmaceuticals shares in Q3 2023, an estimated $378K.
IMA Advisory Services first reported a position in Apellis Pharmaceuticals in Q1 2020 and held it in 14 quarters.
IMA Advisory Services's Apellis Pharmaceuticals position peaked at $378K in Q2 2023.
256 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2023.

Based on IMA Advisory Services's 13F filing for Q3 2023, filed 28 Nov 2023.