Level Four Advisory Services’s Apellis Pharmaceuticals APLS Stock Holding History

Level Four 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
2024 Q2	–	Sell	-10,694	Closed	-$640K	–	750
2024 Q1	$640K	Buy	10,694 +228	+2%	+$14.5K	0.04%	401
2023 Q4	$626K	Buy	+10,466	New	+$531K	0.04%	407
2023 Q3	–	Sell	-6,240	Closed	-$568K	–	766
2023 Q2	$568K	Buy	6,240 +2,562	+70%	+$221K	0.03%	436
2023 Q1	$243K	Buy	+3,678	New	+$212K	0.02%	639
2022 Q4	–	Sell	-10,214	Closed	-$698K	–	680
2022 Q3	$698K	Buy	+10,214	New	+$604K	0.07%	257
2021 Q3	–	Sell	-4,051	Closed	-$256K	–	471
2021 Q2	$256K	Buy	+4,051	New	+$209K	0.02%	574

Other funds holding APLS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Level Four Advisory Services's APLS Position: Q2 2024 in Review

Level Four Advisory Services sold out of Apellis Pharmaceuticals (APLS) in Q2 2024, closing a stake of 10,694 shares — an estimated $640K sold.

Level Four Advisory Services first reported a position in APLS in Q2 2021 and held it in 6 quarters. The position peaked at $698K in Q3 2022. 263 funds tracked by Wall St. Rank hold APLS as of Q2 2024.

Level Four Advisory Services reported no remaining Apellis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 10,694 Apellis Pharmaceuticals shares in Q2 2024, an estimated $640K.
Level Four Advisory Services first reported a position in Apellis Pharmaceuticals in Q2 2021 and held it in 6 quarters.
Level Four Advisory Services's Apellis Pharmaceuticals position peaked at $698K in Q3 2022.
263 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.