Calamos Advisors
APLS

Calamos Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Calamos 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
2023
Q3 		– Sell
-35,133
Closed -$3.2M – 943
2023
Q2 		$3.2M Sell
35,133
-512
-1% -$44.2K 0.02% 620
2023
Q1 		$2.35M Buy
+35,645
New +$2.06M 0.01% 725
2020
Q2 		– Sell
-12,882
Closed -$345K – 710
2020
Q1 		$345K Buy
+12,882
New +$457K ﹤0.01% 658

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
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Calamos Advisors's APLS Position: Q3 2023 in Review

Calamos Advisors sold out of Apellis Pharmaceuticals (APLS) in Q3 2023, closing a stake of 35,133 shares — an estimated $3.2M sold.

Calamos Advisors first reported a position in APLS in Q1 2020 and held it in 3 quarters. The position peaked at $3.2M in Q2 2023. 256 funds tracked by Wall St. Rank hold APLS as of Q3 2023.

  • Calamos Advisors reported no remaining Apellis Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • Calamos Advisors sold 35,133 Apellis Pharmaceuticals shares in Q3 2023, an estimated $3.2M.
  • Calamos Advisors first reported a position in Apellis Pharmaceuticals in Q1 2020 and held it in 3 quarters.
  • Calamos Advisors's Apellis Pharmaceuticals position peaked at $3.2M in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2023.

Based on Calamos Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.