JWA
APLS

JFS Wealth Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

JFS Wealth 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
Q3 		– Sell
-1
Closed -$39 – 1965
2024
Q2 		$39 Sell
1
-1
-50% -$45 ﹤0.01% 1966
2024
Q1 		$118 Hold
2
– – ﹤0.01% 1935
2023
Q4 		$120 Sell
2
-5
-71% -$254 ﹤0.01% 1944
2023
Q3 		$267 Buy
+7
New +$307 ﹤0.01% 1829
2023
Q1 		– Sell
-1
Closed -$52 – 1956
2022
Q4 		$52 Buy
+1
New +$53 ﹤0.01% 1923

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
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

JFS Wealth Advisors's APLS Position: Q3 2024 in Review

JFS Wealth Advisors sold out of Apellis Pharmaceuticals (APLS) in Q3 2024, closing a stake of 1 share — an estimated $39 sold.

JFS Wealth Advisors first reported a position in APLS in Q4 2022 and held it in 5 quarters. The position peaked at $267 in Q3 2023. 265 funds tracked by Wall St. Rank hold APLS as of Q3 2024.

  • JFS Wealth Advisors reported no remaining Apellis Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 1 Apellis Pharmaceuticals share in Q3 2024, an estimated $39.
  • JFS Wealth Advisors first reported a position in Apellis Pharmaceuticals in Q4 2022 and held it in 5 quarters.
  • JFS Wealth Advisors's Apellis Pharmaceuticals position peaked at $267 in Q3 2023.
  • 265 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.