SFS
APLS

Sowell Financial Services’s Apellis Pharmaceuticals APLS Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-350
Closed -$16K – 635
2021
Q1 		$16K Sell
350
-198
-36% -$9.37K ﹤0.01% 2130
2020
Q4 		$31K Buy
548
+130
+31% +$5.5K ﹤0.01% 1566
2020
Q3 		$13K Buy
418
+75
+22% +$2.24K ﹤0.01% 1717
2020
Q2 		$11K Sell
343
-1,078
-76% -$34.6K ﹤0.01% 1649
2020
Q1 		$38K Sell
1,421
-433
-23% -$15.4K ﹤0.01% 1137
2019
Q4 		$57K Buy
+1,854
New +$51.3K ﹤0.01% 1112

Other funds holding APLS

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return