AIP
APLS

Ameritas Investment Partners’s Apellis Pharmaceuticals APLS Stock Holding History

Ameritas Investment Partners’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
-7,386
Closed -$487K – 3118
2023
Q1 		$487K Buy
7,386
+33
+0.4% +$1.9K 0.02% 764
2022
Q4 		$372K Hold
7,353
– – 0.01% 850
2022
Q3 		$502K Buy
7,353
+534
+8% +$31.6K 0.02% 749
2022
Q2 		$308K Buy
6,819
+729
+12% +$33.2K 0.01% 881
2022
Q1 		$309K Buy
6,090
+510
+9% +$22.5K 0.01% 949
2021
Q4 		$264K Buy
5,580
+550
+11% +$21.7K 0.01% 1067
2021
Q3 		$166K Hold
5,030
– – 0.01% 1347
2021
Q2 		$318K Hold
5,030
– – 0.01% 933
2021
Q1 		$216K Hold
5,030
– – 0.01% 1159
2020
Q4 		$288K Sell
5,030
-275
-5% -$11.6K 0.01% 945
2020
Q3 		$160K Hold
5,305
– – 0.01% 1152
2020
Q2 		$173K Buy
5,305
+291
+6% +$9.35K 0.01% 1080
2020
Q1 		$134K Buy
5,014
+874
+21% +$31K 0.01% 1110
2019
Q4 		$127K Hold
4,140
– – 0.01% 1368
2019
Q3 		$100K Hold
4,140
– – ﹤0.01% 1466
2019
Q2 		$105K Buy
4,140
+1,051
+34% +$21.4K ﹤0.01% 1469
2019
Q1 		$60K Hold
3,089
– – ﹤0.01% 1772
2018
Q4 		$41K Hold
3,089
– – ﹤0.01% 1919
2018
Q3 		$55K Hold
3,089
– – ﹤0.01% 1929
2018
Q2 		$68K Buy
3,089
+2,169
+236% +$49.8K ﹤0.01% 1801
2018
Q1 		$20K Hold
920
– – ﹤0.01% 2415
2017
Q4 		$20K Buy
+920
New +$13.5K ﹤0.01% 2429

Other funds holding APLS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameritas Investment Partners's APLS Position: Q2 2023 in Review

Ameritas Investment Partners sold out of Apellis Pharmaceuticals (APLS) in Q2 2023, closing a stake of 7,386 shares — an estimated $487K sold.

Ameritas Investment Partners first reported a position in APLS in Q4 2017 and held it in 22 quarters. The position peaked at $502K in Q3 2022. 317 funds tracked by Wall St. Rank hold APLS as of Q2 2023.

  • Ameritas Investment Partners reported no remaining Apellis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Ameritas Investment Partners sold 7,386 Apellis Pharmaceuticals shares in Q2 2023, an estimated $487K.
  • Ameritas Investment Partners first reported a position in Apellis Pharmaceuticals in Q4 2017 and held it in 22 quarters.
  • Ameritas Investment Partners's Apellis Pharmaceuticals position peaked at $502K in Q3 2022.
  • 317 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2023.

Based on Ameritas Investment Partners's 13F filing for Q2 2023, filed 11 Aug 2023.