LJAC
APLS

L.J. Altfest & Co’s Apellis Pharmaceuticals APLS Stock Holding History

L.J. Altfest & Co’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
-3,414
Closed -$201K – 317
2024
Q1 		$201K Sell
3,414
-1,205
-26% -$76.8K 0.03% 301
2023
Q4 		$276K Buy
+4,619
New +$234K 0.04% 262

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 $1.56T AUM 27.86% 1-Year Est. Return

L.J. Altfest & Co's APLS Position: Q2 2024 in Review

L.J. Altfest & Co sold out of Apellis Pharmaceuticals (APLS) in Q2 2024, closing a stake of 3,414 shares — an estimated $201K sold.

L.J. Altfest & Co first reported a position in APLS in Q4 2023 and held it in 2 quarters. The position peaked at $276K in Q4 2023. 263 funds tracked by Wall St. Rank hold APLS as of Q2 2024.

  • L.J. Altfest & Co reported no remaining Apellis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 3,414 Apellis Pharmaceuticals shares in Q2 2024, an estimated $201K.
  • L.J. Altfest & Co first reported a position in Apellis Pharmaceuticals in Q4 2023 and held it in 2 quarters.
  • L.J. Altfest & Co's Apellis Pharmaceuticals position peaked at $276K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2024.

Based on L.J. Altfest & Co's 13F filing for Q2 2024, filed 7 Aug 2024.