KOCAA
APLS

Knights of Columbus Asset Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Knights of Columbus Asset 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
Q2 		– Sell
-3,172
Closed -$186K – 406
2024
Q1 		$186K Sell
3,172
-3,021
-49% -$193K 0.01% 318
2023
Q4 		$371K Sell
6,193
-429
-6% -$21.8K 0.02% 288
2023
Q3 		$252K Buy
6,622
+170
+3% +$7.47K 0.02% 300
2023
Q2 		$588K Sell
6,452
-14,522
-69% -$1.25M 0.05% 268
2023
Q1 		$1.38M Buy
20,974
+2,283
+12% +$132K 0.14% 219
2022
Q4 		$967K Sell
18,691
-367
-2% -$19.5K 0.1% 227
2022
Q3 		$1.3M Buy
19,058
+2,319
+14% +$137K 0.13% 208
2022
Q2 		$757K Buy
16,739
+156
+0.9% +$7.11K 0.08% 234
2022
Q1 		$843K Buy
16,583
+110
+0.7% +$4.86K 0.07% 234
2021
Q4 		$779K Buy
16,473
+245
+2% +$9.65K 0.06% 232
2021
Q3 		$535K Sell
16,228
-6,150
-27% -$346K 0.05% 244
2021
Q2 		$1.41M Buy
22,378
+79
+0.4% +$4.08K 0.13% 220
2021
Q1 		$957K Buy
+22,299
New +$1.06M 0.09% 244

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Knights of Columbus Asset Advisors's APLS Position: Q2 2024 in Review

Knights of Columbus Asset Advisors sold out of Apellis Pharmaceuticals (APLS) in Q2 2024, closing a stake of 3,172 shares — an estimated $186K sold.

Knights of Columbus Asset Advisors first reported a position in APLS in Q1 2021 and held it in 13 quarters. The position peaked at $1.41M in Q2 2021. 263 funds tracked by Wall St. Rank hold APLS as of Q2 2024.

  • Knights of Columbus Asset Advisors reported no remaining Apellis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 3,172 Apellis Pharmaceuticals shares in Q2 2024, an estimated $186K.
  • Knights of Columbus Asset Advisors first reported a position in Apellis Pharmaceuticals in Q1 2021 and held it in 13 quarters.
  • Knights of Columbus Asset Advisors's Apellis Pharmaceuticals position peaked at $1.41M in Q2 2021.
  • 263 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2024.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.