SW
APLS

Simplicity Wealth’s Apellis Pharmaceuticals APLS Stock Holding History

Simplicity Wealth’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 		– Sell
-78,746
Closed -$3.02M – 526
2024
Q2 		$3.02M Buy
78,746
+499
+0.6% +$22.6K 0.07% 272
2024
Q1 		$4.6M Buy
+78,247
New +$4.99M 0.11% 186

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
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Simplicity Wealth's APLS Position: Q3 2024 in Review

Simplicity Wealth sold out of Apellis Pharmaceuticals (APLS) in Q3 2024, closing a stake of 78,746 shares — an estimated $3.02M sold.

Simplicity Wealth first reported a position in APLS in Q1 2024 and held it in 2 quarters. The position peaked at $4.6M in Q1 2024. 265 funds tracked by Wall St. Rank hold APLS as of Q3 2024.

  • Simplicity Wealth reported no remaining Apellis Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 78,746 Apellis Pharmaceuticals shares in Q3 2024, an estimated $3.02M.
  • Simplicity Wealth first reported a position in Apellis Pharmaceuticals in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Apellis Pharmaceuticals position peaked at $4.6M in Q1 2024.
  • 265 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.