CAM
APLS

Cresset Asset Management’s Apellis Pharmaceuticals APLS Stock Holding History

Cresset 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
2022
Q4 		– Sell
-3,000
Closed -$205K – 749
2022
Q3 		$205K Buy
+3,000
New +$178K ﹤0.01% 786

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cresset Asset Management's APLS Position: Q4 2022 in Review

Cresset Asset Management sold out of Apellis Pharmaceuticals (APLS) in Q4 2022, closing a stake of 3,000 shares — an estimated $205K sold.

Cresset Asset Management first reported a position in APLS in Q3 2022 and held it in 1 quarter. The position peaked at $205K in Q3 2022. 244 funds tracked by Wall St. Rank hold APLS as of Q4 2022.

  • Cresset Asset Management reported no remaining Apellis Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
  • Cresset Asset Management sold 3,000 Apellis Pharmaceuticals shares in Q4 2022, an estimated $205K.
  • Cresset Asset Management first reported a position in Apellis Pharmaceuticals in Q3 2022 and held it in 1 quarter.
  • Cresset Asset Management's Apellis Pharmaceuticals position peaked at $205K in Q3 2022.
  • 244 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2022.

Based on Cresset Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.