KAS
APLS

KPP Advisory Services’s Apellis Pharmaceuticals APLS Stock Holding History

KPP 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
2025
Q1 		– Sell
-8,151
Closed -$260K – 294
2024
Q4 		$260K Sell
8,151
-130
-2% -$3.91K 0.06% 214
2024
Q3 		$239K Sell
8,281
-2,985
-26% -$111K 0.06% 225
2024
Q2 		$432K Sell
11,266
-130
-1% -$5.89K 0.11% 145
2024
Q1 		$670K Buy
11,396
+200
+2% +$12.7K 0.18% 103
2023
Q4 		$670K Buy
11,196
+1,675
+18% +$85K 0.59% 44
2023
Q3 		$362K Buy
+9,521
New +$418K 0.12% 127

Other funds holding APLS

Wellington Management Group
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
EC
EcoR1 Capital San Francisco, California $2.34B AUM 204.53% 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 $5.7T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return