BCA
APLS

Berman Capital Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$3K Buy
107
+83
+346% +$4.66K ﹤0.01% 1552
2021
Q2 		$1K Buy
+24
New +$1.24K ﹤0.01% 1686

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $167B AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's APLS Position: Q3 2021 in Review

Berman Capital Advisors increased its Apellis Pharmaceuticals (APLS) stake by 346% in Q3 2021, buying an estimated $4.66K and bringing the position to 107 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Berman Capital Advisors first reported a position in APLS in Q2 2021 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold APLS as of Q3 2021.

  • Berman Capital Advisors held 107 shares of Apellis Pharmaceuticals worth $3K as of Q3 2021.
  • Berman Capital Advisors bought 83 Apellis Pharmaceuticals shares in Q3 2021, an estimated $4.66K.
  • Apellis Pharmaceuticals made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1552 holding.
  • Berman Capital Advisors first reported a position in Apellis Pharmaceuticals in Q2 2021 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.