OPS
APLS

Orion Portfolio Solutions’s Apellis Pharmaceuticals APLS Stock Holding History

Orion Portfolio Solutions’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
Q4 		– Sell
-31,418
Closed -$906K – 1822
2024
Q3 		$906K Sell
31,418
-4,914
-14% -$182K 0.01% 1094
2024
Q2 		$1.39M Buy
36,332
+9,253
+34% +$419K 0.01% 820
2024
Q1 		$1.59M Buy
27,079
+7,330
+37% +$467K 0.02% 768
2023
Q4 		$1.35M Sell
19,749
-7,647
-28% -$388K 0.02% 812
2023
Q3 		$1.04M Buy
27,396
+10,713
+64% +$471K 0.01% 916
2023
Q2 		$1.52M Sell
16,683
-642
-4% -$55.4K 0.02% 774
2023
Q1 		$1.14M Buy
+17,325
New +$1,000K 0.01% 817

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.66T AUM 25.57% 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
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Orion Portfolio Solutions's APLS Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Apellis Pharmaceuticals (APLS) in Q4 2024, closing a stake of 31,418 shares — an estimated $906K sold.

Orion Portfolio Solutions first reported a position in APLS in Q1 2023 and held it in 7 quarters. The position peaked at $1.59M in Q1 2024. 260 funds tracked by Wall St. Rank hold APLS as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Apellis Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 31,418 Apellis Pharmaceuticals shares in Q4 2024, an estimated $906K.
  • Orion Portfolio Solutions first reported a position in Apellis Pharmaceuticals in Q1 2023 and held it in 7 quarters.
  • Orion Portfolio Solutions's Apellis Pharmaceuticals position peaked at $1.59M in Q1 2024.
  • 260 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.