LM Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

LM 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 Q1	–	Sell	-200	Closed	-$12K	–	241
2023 Q4	$12K	Buy	+200	New	+$10.1K	﹤0.01%	508

Other funds holding APLS

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LM Advisors's APLS Position: Q1 2024 in Review

LM Advisors sold out of Apellis Pharmaceuticals (APLS) in Q1 2024, closing a stake of 200 shares — an estimated $12K sold.

LM Advisors first reported a position in APLS in Q4 2023 and held it in 1 quarter. The position peaked at $12K in Q4 2023. 302 funds tracked by Wall St. Rank hold APLS as of Q1 2024.

LM Advisors reported no remaining Apellis Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 200 Apellis Pharmaceuticals shares in Q1 2024, an estimated $12K.
LM Advisors first reported a position in Apellis Pharmaceuticals in Q4 2023 and held it in 1 quarter.
LM Advisors's Apellis Pharmaceuticals position peaked at $12K in Q4 2023.
302 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.