IA
APLS

Inspire Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Inspire 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
2023
Q4 		– Sell
-6,115
Closed -$233K – 338
2023
Q3 		$233K Sell
6,115
-6,342
-51% -$279K 0.04% 238
2023
Q2 		$1.13M Buy
12,457
+306
+3% +$26.4K 0.22% 33
2023
Q1 		$801K Buy
+12,151
New +$701K 0.18% 41

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Inspire Advisors's APLS Position: Q4 2023 in Review

Inspire Advisors sold out of Apellis Pharmaceuticals (APLS) in Q4 2023, closing a stake of 6,115 shares — an estimated $233K sold.

Inspire Advisors first reported a position in APLS in Q1 2023 and held it in 3 quarters. The position peaked at $1.13M in Q2 2023. 283 funds tracked by Wall St. Rank hold APLS as of Q4 2023.

  • Inspire Advisors reported no remaining Apellis Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Inspire Advisors sold 6,115 Apellis Pharmaceuticals shares in Q4 2023, an estimated $233K.
  • Inspire Advisors first reported a position in Apellis Pharmaceuticals in Q1 2023 and held it in 3 quarters.
  • Inspire Advisors's Apellis Pharmaceuticals position peaked at $1.13M in Q2 2023.
  • 283 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2023.

Based on Inspire Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.