SC
APLS

Stephens Consulting’s Apellis Pharmaceuticals APLS Stock Holding History

Stephens Consulting’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
2023
Q4 		– Sell
-1,000
Closed -$38K – 488
2023
Q3 		$38K Buy
+1,000
New +$43.9K 0.02% 191

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

Stephens Consulting's APLS Position: Q4 2023 in Review

Stephens Consulting sold out of Apellis Pharmaceuticals (APLS) in Q4 2023, closing a stake of 1,000 shares — an estimated $38K sold.

Stephens Consulting first reported a position in APLS in Q3 2023 and held it in 1 quarter. The position peaked at $38K in Q3 2023. 283 funds tracked by Wall St. Rank hold APLS as of Q4 2023.

  • Stephens Consulting reported no remaining Apellis Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Stephens Consulting sold 1,000 Apellis Pharmaceuticals shares in Q4 2023, an estimated $38K.
  • Stephens Consulting first reported a position in Apellis Pharmaceuticals in Q3 2023 and held it in 1 quarter.
  • Stephens Consulting's Apellis Pharmaceuticals position peaked at $38K in Q3 2023.
  • 283 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2023.

Based on Stephens Consulting's 13F filing for Q4 2023, filed 1 Feb 2024.