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 $580B AUM 38.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KPP Advisory Services's APLS Position: Q1 2025 in Review

KPP Advisory Services sold out of Apellis Pharmaceuticals (APLS) in Q1 2025, closing a stake of 8,151 shares — an estimated $260K sold.

KPP Advisory Services first reported a position in APLS in Q3 2023 and held it in 6 quarters. The position peaked at $670K in Q4 2023. 255 funds tracked by Wall St. Rank hold APLS as of Q1 2025.

  • KPP Advisory Services reported no remaining Apellis Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • KPP Advisory Services sold 8,151 Apellis Pharmaceuticals shares in Q1 2025, an estimated $260K.
  • KPP Advisory Services first reported a position in Apellis Pharmaceuticals in Q3 2023 and held it in 6 quarters.
  • KPP Advisory Services's Apellis Pharmaceuticals position peaked at $670K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2025.

Based on KPP Advisory Services's 13F filing for Q1 2025, filed 23 Apr 2025.