KFI
APLS

Key Financial Inc’s Apellis Pharmaceuticals APLS Stock Holding History

Key Financial Inc’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
Q4 		– Sell
-38
Closed -$1.1K – 1383
2024
Q3 		$1.1K Hold
38
– – ﹤0.01% 1180
2024
Q2 		$1.46K Hold
38
– – ﹤0.01% 1141
2024
Q1 		$2.23K Hold
38
– – ﹤0.01% 1091
2023
Q4 		$2.27K Hold
38
– – ﹤0.01% 1084
2023
Q3 		$1.45K Hold
38
– – ﹤0.01% 1147
2023
Q2 		$3.46K Hold
38
– – ﹤0.01% 1073
2023
Q1 		$2.51K Hold
38
– – ﹤0.01% 923
2022
Q4 		$2.6K Hold
38
– – ﹤0.01% 912
2022
Q3 		$3K Buy
+38
New +$2.25K ﹤0.01% 864

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Key Financial Inc's APLS Position: Q4 2024 in Review

Key Financial Inc sold out of Apellis Pharmaceuticals (APLS) in Q4 2024, closing a stake of 38 shares — an estimated $1.1K sold.

Key Financial Inc first reported a position in APLS in Q3 2022 and held it in 9 quarters. The position peaked at $3.46K in Q2 2023. 260 funds tracked by Wall St. Rank hold APLS as of Q4 2024.

  • Key Financial Inc reported no remaining Apellis Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Key Financial Inc sold 38 Apellis Pharmaceuticals shares in Q4 2024, an estimated $1.1K.
  • Key Financial Inc first reported a position in Apellis Pharmaceuticals in Q3 2022 and held it in 9 quarters.
  • Key Financial Inc's Apellis Pharmaceuticals position peaked at $3.46K in Q2 2023.
  • 260 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.