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Powell Investment Advisors’s Apollomics APLM Stock Holding History

Powell Investment Advisors’s Portfolio APLM Stock Details APLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,303
Closed -$18.5K – 157
2024
Q3 		$18.5K Hold
1,303
– – 0.01% 145
2024
Q2 		$27.5K Hold
1,303
– – 0.01% 143
2024
Q1 		$97.7K Buy
+1,303
New +$98.1K 0.05% 129

Other funds holding APLM

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Powell Investment Advisors's APLM Position: Q4 2024 in Review

Powell Investment Advisors sold out of Apollomics (APLM) in Q4 2024, closing a stake of 1,303 shares — an estimated $18.5K sold.

Powell Investment Advisors first reported a position in APLM in Q1 2024 and held it in 3 quarters. The position peaked at $97.7K in Q1 2024. 5 funds tracked by Wall St. Rank hold APLM as of Q4 2024.

  • Powell Investment Advisors reported no remaining Apollomics position as of Q4 2024 after selling out during the quarter.
  • Powell Investment Advisors sold 1,303 Apollomics shares in Q4 2024, an estimated $18.5K.
  • Powell Investment Advisors first reported a position in Apollomics in Q1 2024 and held it in 3 quarters.
  • Powell Investment Advisors's Apollomics position peaked at $97.7K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Apollomics as of Q4 2024.

Based on Powell Investment Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.