WT
APLS

Whittier Trust’s Apellis Pharmaceuticals APLS Stock Holding History

Whittier Trust’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
Q4 		– Sell
-3,700
Closed -$107K – 1549
2024
Q3 		$107K Hold
3,700
– – ﹤0.01% 779
2024
Q2 		$142K Hold
3,700
– – ﹤0.01% 704
2024
Q1 		$217K Hold
3,700
– – ﹤0.01% 632
2023
Q4 		$221K Buy
+3,700
New +$188K ﹤0.01% 627

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Whittier Trust's APLS Position: Q4 2024 in Review

Whittier Trust sold out of Apellis Pharmaceuticals (APLS) in Q4 2024, closing a stake of 3,700 shares — an estimated $107K sold.

Whittier Trust first reported a position in APLS in Q4 2023 and held it in 4 quarters. The position peaked at $221K in Q4 2023. 260 funds tracked by Wall St. Rank hold APLS as of Q4 2024.

  • Whittier Trust reported no remaining Apellis Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Whittier Trust sold 3,700 Apellis Pharmaceuticals shares in Q4 2024, an estimated $107K.
  • Whittier Trust first reported a position in Apellis Pharmaceuticals in Q4 2023 and held it in 4 quarters.
  • Whittier Trust's Apellis Pharmaceuticals position peaked at $221K in Q4 2023.
  • 260 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.