TCWA
APLS

Turtle Creek Wealth Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-244
Closed -$14.6K – 235
2023
Q4 		$14.6K Buy
+244
New +$12.4K ﹤0.01% 479

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Turtle Creek Wealth Advisors's APLS Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Apellis Pharmaceuticals (APLS) in Q1 2024, closing a stake of 244 shares — an estimated $14.6K sold.

Turtle Creek Wealth Advisors first reported a position in APLS in Q4 2023 and held it in 1 quarter. The position peaked at $14.6K in Q4 2023. 302 funds tracked by Wall St. Rank hold APLS as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Apellis Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 244 Apellis Pharmaceuticals shares in Q1 2024, an estimated $14.6K.
  • Turtle Creek Wealth Advisors first reported a position in Apellis Pharmaceuticals in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Apellis Pharmaceuticals position peaked at $14.6K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.