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 $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Sowell Financial Services's APLS Position: Q2 2021 in Review

Sowell Financial Services sold out of Apellis Pharmaceuticals (APLS) in Q2 2021, closing a stake of 350 shares — an estimated $16K sold.

Sowell Financial Services first reported a position in APLS in Q4 2019 and held it in 6 quarters. The position peaked at $57K in Q4 2019. 205 funds tracked by Wall St. Rank hold APLS as of Q2 2021.

  • Sowell Financial Services reported no remaining Apellis Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 350 Apellis Pharmaceuticals shares in Q2 2021, an estimated $16K.
  • Sowell Financial Services first reported a position in Apellis Pharmaceuticals in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's Apellis Pharmaceuticals position peaked at $57K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.