IFAM
APLS

Institutional & Family Asset Management’s Apellis Pharmaceuticals APLS Stock Holding History

Institutional & Family 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
-4
Closed -$264 – 758
2023
Q1 		$264 Hold
4
– – ﹤0.01% 704
2022
Q4 		$207 Hold
4
– – ﹤0.01% 695
2022
Q3 		$0 Buy
+4
New +$237 ﹤0.01% 702

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 $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
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 $3.37T AUM 44.26% 1-Year Est. Return

Institutional & Family Asset Management's APLS Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Apellis Pharmaceuticals (APLS) in Q2 2023, closing a stake of 4 shares — an estimated $264 sold.

Institutional & Family Asset Management first reported a position in APLS in Q3 2022 and held it in 3 quarters. The position peaked at $264 in Q1 2023. 317 funds tracked by Wall St. Rank hold APLS as of Q2 2023.

  • Institutional & Family Asset Management reported no remaining Apellis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4 Apellis Pharmaceuticals shares in Q2 2023, an estimated $264.
  • Institutional & Family Asset Management first reported a position in Apellis Pharmaceuticals in Q3 2022 and held it in 3 quarters.
  • Institutional & Family Asset Management's Apellis Pharmaceuticals position peaked at $264 in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.