WC
APLS

Wynnefield Capital’s Apellis Pharmaceuticals APLS Stock Holding History

Wynnefield 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
-10,000
Closed -$588K – 18
2024
Q1 		$588K Hold
10,000
– – 0.23% 17
2023
Q4 		$599K Hold
10,000
– – 0.23% 15
2023
Q3 		$380K Buy
+10,000
New +$439K 0.17% 15

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $145B AUM 34.61% 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 $1.56T AUM 27.86% 1-Year Est. Return

Wynnefield Capital's APLS Position: Q2 2024 in Review

Wynnefield Capital sold out of Apellis Pharmaceuticals (APLS) in Q2 2024, closing a stake of 10,000 shares — an estimated $588K sold.

Wynnefield Capital first reported a position in APLS in Q3 2023 and held it in 3 quarters. The position peaked at $599K in Q4 2023. 263 funds tracked by Wall St. Rank hold APLS as of Q2 2024.

  • Wynnefield Capital reported no remaining Apellis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Wynnefield Capital sold 10,000 Apellis Pharmaceuticals shares in Q2 2024, an estimated $588K.
  • Wynnefield Capital first reported a position in Apellis Pharmaceuticals in Q3 2023 and held it in 3 quarters.
  • Wynnefield Capital's Apellis Pharmaceuticals position peaked at $599K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2024.

Based on Wynnefield Capital's 13F filing for Q2 2024, filed 14 Aug 2024.