PCIA
APLS

Prime Capital Investment Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Prime Capital Investment 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
Q2 		– Sell
-4,004
Closed -$235K – 930
2024
Q1 		$235K Buy
4,004
+186
+5% +$11.9K ﹤0.01% 866
2023
Q4 		$229K Buy
+3,818
New +$194K ﹤0.01% 834
2023
Q3 		– Sell
-18,200
Closed -$1.66M – 761
2023
Q2 		$1.66M Buy
18,200
+14,800
+435% +$1.28M 0.03% 284
2023
Q1 		$224K Buy
+3,400
New +$196K 0.01% 486

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $167B AUM 44.17% 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

Prime Capital Investment Advisors's APLS Position: Q2 2024 in Review

Prime Capital Investment Advisors sold out of Apellis Pharmaceuticals (APLS) in Q2 2024, closing a stake of 4,004 shares — an estimated $235K sold.

Prime Capital Investment Advisors first reported a position in APLS in Q1 2023 and held it in 4 quarters. The position peaked at $1.66M in Q2 2023. 263 funds tracked by Wall St. Rank hold APLS as of Q2 2024.

  • Prime Capital Investment Advisors reported no remaining Apellis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 4,004 Apellis Pharmaceuticals shares in Q2 2024, an estimated $235K.
  • Prime Capital Investment Advisors first reported a position in Apellis Pharmaceuticals in Q1 2023 and held it in 4 quarters.
  • Prime Capital Investment Advisors's Apellis Pharmaceuticals position peaked at $1.66M in Q2 2023.
  • 263 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.