BAM
APLS

Belpointe Asset Management’s Apellis Pharmaceuticals APLS Stock Holding History

Belpointe 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
Q2 		– Sell
-224
Closed -$14.8K – 738
2023
Q1 		$14.8K Buy
+224
New +$12.9K ﹤0.01% 2486

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Belpointe Asset Management's APLS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Apellis Pharmaceuticals (APLS) in Q2 2023, closing a stake of 224 shares — an estimated $14.8K sold.

Belpointe Asset Management first reported a position in APLS in Q1 2023 and held it in 1 quarter. The position peaked at $14.8K in Q1 2023. 317 funds tracked by Wall St. Rank hold APLS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Apellis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 224 Apellis Pharmaceuticals shares in Q2 2023, an estimated $14.8K.
  • Belpointe Asset Management first reported a position in Apellis Pharmaceuticals in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Apellis Pharmaceuticals position peaked at $14.8K in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.