WDC
APLS

Woodward Diversified Capital’s Apellis Pharmaceuticals APLS Stock Holding History

Woodward Diversified Capital’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
Q2 		– Sell
-3,500
Closed -$206K – 160
2024
Q1 		$206K Hold
3,500
– – 0.13% 146
2023
Q4 		$210K Buy
+3,500
New +$178K 0.13% 144

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Woodward Diversified Capital's APLS Position: Q2 2024 in Review

Woodward Diversified Capital sold out of Apellis Pharmaceuticals (APLS) in Q2 2024, closing a stake of 3,500 shares — an estimated $206K sold.

Woodward Diversified Capital first reported a position in APLS in Q4 2023 and held it in 2 quarters. The position peaked at $210K in Q4 2023. 263 funds tracked by Wall St. Rank hold APLS as of Q2 2024.

  • Woodward Diversified Capital reported no remaining Apellis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Woodward Diversified Capital sold 3,500 Apellis Pharmaceuticals shares in Q2 2024, an estimated $206K.
  • Woodward Diversified Capital first reported a position in Apellis Pharmaceuticals in Q4 2023 and held it in 2 quarters.
  • Woodward Diversified Capital's Apellis Pharmaceuticals position peaked at $210K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2024.

Based on Woodward Diversified Capital's 13F filing for Q2 2024, filed 31 Jul 2024.