TCI Wealth Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-308	Closed	-$20.3K	–	327
2023 Q1	$20.3K	Sell	308 -90	-23%	-$5.19K	﹤0.01%	694
2022 Q4	$20.6K	Buy	398 +90	+29%	+$4.77K	﹤0.01%	691
2022 Q3	$21K	Hold	308	–	–	﹤0.01%	630
2022 Q2	$14K	Hold	308	–	–	﹤0.01%	793
2022 Q1	$16K	Hold	308	–	–	﹤0.01%	788
2021 Q4	$15K	Buy	+308	New	+$12.1K	﹤0.01%	850
2021 Q3	–	Sell	-112	Closed	-$7K	–	2370
2021 Q2	$7K	Buy	112 +40	+56%	+$2.06K	﹤0.01%	1177
2021 Q1	$3K	Buy	+72	New	+$3.41K	﹤0.01%	1483

Other funds holding APLS

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's APLS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Apellis Pharmaceuticals (APLS) in Q2 2023, closing a stake of 308 shares — an estimated $20.3K sold.

TCI Wealth Advisors first reported a position in APLS in Q1 2021 and held it in 8 quarters. The position peaked at $21K in Q3 2022. 317 funds tracked by Wall St. Rank hold APLS as of Q2 2023.

TCI Wealth Advisors reported no remaining Apellis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 308 Apellis Pharmaceuticals shares in Q2 2023, an estimated $20.3K.
TCI Wealth Advisors first reported a position in Apellis Pharmaceuticals in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Apellis Pharmaceuticals position peaked at $21K in Q3 2022.
317 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.