RJFSA
APLS

Raymond James Financial Services Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Raymond James Financial Services 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
Q3 		$447K Buy
15,494
+1,048
+7% +$38.8K ﹤0.01% 2705
2024
Q2 		$554K Buy
14,446
+3,139
+28% +$142K ﹤0.01% 2457
2024
Q1 		$665K Buy
11,307
+1,467
+15% +$93.5K ﹤0.01% 2314
2023
Q4 		$589K Sell
9,840
-2,260
-19% -$115K ﹤0.01% 2305
2023
Q3 		$460K Sell
12,100
-936
-7% -$41.1K ﹤0.01% 2385
2023
Q2 		$1.19M Buy
13,036
+1,624
+14% +$140K ﹤0.01% 1812
2023
Q1 		$753K Sell
11,412
-6
-0.1% -$346 ﹤0.01% 2091
2022
Q4 		$590K Sell
11,418
-262
-2% -$13.9K ﹤0.01% 2175
2022
Q3 		$798K Sell
11,680
-1,667
-12% -$98.6K ﹤0.01% 1954
2022
Q2 		$604K Sell
13,347
-1,329
-9% -$60.6K ﹤0.01% 2148
2022
Q1 		$746K Sell
14,676
-11,398
-44% -$503K ﹤0.01% 2138
2021
Q4 		$1.23M Buy
26,074
+9,938
+62% +$391K ﹤0.01% 1842
2021
Q3 		$532K Buy
16,136
+2,714
+20% +$152K ﹤0.01% 2329
2021
Q2 		$848K Sell
13,422
-12,166
-48% -$628K ﹤0.01% 2053
2021
Q1 		$1.1M Buy
25,588
+2,302
+10% +$109K ﹤0.01% 1791
2020
Q4 		$1.33M Buy
23,286
+13,430
+136% +$568K ﹤0.01% 1531
2020
Q3 		$297K Buy
9,856
+1,657
+20% +$49.5K ﹤0.01% 2292
2020
Q2 		$268K Buy
+8,199
New +$263K ﹤0.01% 2303

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
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Raymond James Financial Services Advisors's APLS Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Apellis Pharmaceuticals (APLS) stake by 7.3% in Q3 2024, buying an estimated $38.8K and bringing the position to 15,494 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Raymond James Financial Services Advisors first reported a position in APLS in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.33M in Q4 2020. 265 funds tracked by Wall St. Rank hold APLS as of Q3 2024.

  • Raymond James Financial Services Advisors held 15,494 shares of Apellis Pharmaceuticals worth $447K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,048 Apellis Pharmaceuticals shares in Q3 2024, an estimated $38.8K.
  • Apellis Pharmaceuticals made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2705 holding.
  • Raymond James Financial Services Advisors first reported a position in Apellis Pharmaceuticals in Q2 2020 and has held it in 18 quarters since.
  • Raymond James Financial Services Advisors's Apellis Pharmaceuticals position peaked at $1.33M in Q4 2020.
  • 265 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.