LPL Financial
APLS

LPL Financial’s Apellis Pharmaceuticals APLS Stock Holding History

LPL Financial’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
-5,227
Closed -$307K – 5022
2024
Q1 		$307K Buy
+5,227
New +$333K ﹤0.01% 4175

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $145B AUM 34.61% 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

LPL Financial's APLS Position: Q2 2024 in Review

LPL Financial sold out of Apellis Pharmaceuticals (APLS) in Q2 2024, closing a stake of 5,227 shares — an estimated $307K sold.

LPL Financial first reported a position in APLS in Q1 2024 and held it in 1 quarter. The position peaked at $307K in Q1 2024. 263 funds tracked by Wall St. Rank hold APLS as of Q2 2024.

  • LPL Financial reported no remaining Apellis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 5,227 Apellis Pharmaceuticals shares in Q2 2024, an estimated $307K.
  • LPL Financial first reported a position in Apellis Pharmaceuticals in Q1 2024 and held it in 1 quarter.
  • LPL Financial's Apellis Pharmaceuticals position peaked at $307K in Q1 2024.
  • 263 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.