AA
APLS

Aufman Associates’s Apellis Pharmaceuticals APLS Stock Holding History

Aufman Associates’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
2022
Q1 		– Sell
-46,751
Closed -$2.21M – 48
2021
Q4 		$2.21M Sell
46,751
-6,891
-13% -$271K 1.63% 10
2021
Q3 		$1.77M Hold
53,642
– – 1.45% 10
2021
Q2 		$3.39M Hold
53,642
– – 2.61% 7
2021
Q1 		$2.3M Hold
53,642
– – 1.92% 9
2020
Q4 		$3.07M Hold
53,642
– – 2.75% 7
2020
Q3 		$1.62M Hold
53,642
– – 1.74% 10
2020
Q2 		$1.75M Hold
53,642
– – 1.99% 9
2020
Q1 		$1.44M Hold
53,642
– – 1.98% 9
2019
Q4 		$1.64M Buy
+53,642
New +$1.48M 1.69% 10

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aufman Associates's APLS Position: Q1 2022 in Review

Aufman Associates sold out of Apellis Pharmaceuticals (APLS) in Q1 2022, closing a stake of 46,751 shares — an estimated $2.21M sold.

Aufman Associates first reported a position in APLS in Q4 2019 and held it in 9 quarters. The position peaked at $3.39M in Q2 2021. 212 funds tracked by Wall St. Rank hold APLS as of Q1 2022.

  • Aufman Associates reported no remaining Apellis Pharmaceuticals position as of Q1 2022 after selling out during the quarter.
  • Aufman Associates sold 46,751 Apellis Pharmaceuticals shares in Q1 2022, an estimated $2.21M.
  • Aufman Associates first reported a position in Apellis Pharmaceuticals in Q4 2019 and held it in 9 quarters.
  • Aufman Associates's Apellis Pharmaceuticals position peaked at $3.39M in Q2 2021.
  • 212 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2022.

Based on Aufman Associates's 13F filing for Q1 2022, filed 13 May 2022.