EI
APLS

Ellevest Inc’s Apellis Pharmaceuticals APLS Stock Holding History

Ellevest Inc’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
Q4 		– Sell
-30
Closed -$1K – 1396
2021
Q3 		$1K Sell
30
-3
-9% -$169 ﹤0.01% 1221
2021
Q2 		$2K Buy
33
+27
+450% +$1.39K ﹤0.01% 1007
2021
Q1 		$0 Sell
6
-19
-76% -$899 ﹤0.01% 1259
2020
Q4 		$1K Buy
25
+19
+317% +$804 ﹤0.01% 1026
2020
Q3 		$0 Sell
6
-40
-87% -$1.2K ﹤0.01% 1127
2020
Q2 		$2K Buy
+46
New +$1.48K ﹤0.01% 864

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ellevest Inc's APLS Position: Q4 2021 in Review

Ellevest Inc sold out of Apellis Pharmaceuticals (APLS) in Q4 2021, closing a stake of 30 shares — an estimated $1K sold.

Ellevest Inc first reported a position in APLS in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q2 2021. 186 funds tracked by Wall St. Rank hold APLS as of Q4 2021.

  • Ellevest Inc reported no remaining Apellis Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
  • Ellevest Inc sold 30 Apellis Pharmaceuticals shares in Q4 2021, an estimated $1K.
  • Ellevest Inc first reported a position in Apellis Pharmaceuticals in Q2 2020 and held it in 6 quarters.
  • Ellevest Inc's Apellis Pharmaceuticals position peaked at $2K in Q2 2021.
  • 186 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.