BAAM
APLS

Baker Avenue Asset Management’s Apellis Pharmaceuticals APLS Stock Holding History

Baker Avenue Asset Management’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
Q4 		– Sell
-18
Closed -$685 – 435
2023
Q3 		$685 Buy
18
+5
+38% +$220 ﹤0.01% 1361
2023
Q2 		$1.18K Hold
13
– – ﹤0.01% 1126
2023
Q1 		$857 Hold
13
– – ﹤0.01% 1240
2022
Q4 		$672 Buy
+13
New +$690 ﹤0.01% 1222

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

Baker Avenue Asset Management's APLS Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Apellis Pharmaceuticals (APLS) in Q4 2023, closing a stake of 18 shares — an estimated $685 sold.

Baker Avenue Asset Management first reported a position in APLS in Q4 2022 and held it in 4 quarters. The position peaked at $1.18K in Q2 2023. 283 funds tracked by Wall St. Rank hold APLS as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Apellis Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 18 Apellis Pharmaceuticals shares in Q4 2023, an estimated $685.
  • Baker Avenue Asset Management first reported a position in Apellis Pharmaceuticals in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Apellis Pharmaceuticals position peaked at $1.18K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.