IIM
APLS

Ipswich Investment Management’s Apellis Pharmaceuticals APLS Stock Holding History

Ipswich Investment 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
2021
Q4 		– Sell
-22,265
Closed -$734K – 201
2021
Q3 		$734K Buy
22,265
+2,815
+14% +$158K 0.19% 110
2021
Q2 		$1.23M Buy
+19,450
New +$1M 0.31% 87

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

Ipswich Investment Management's APLS Position: Q4 2021 in Review

Ipswich Investment Management sold out of Apellis Pharmaceuticals (APLS) in Q4 2021, closing a stake of 22,265 shares — an estimated $734K sold.

Ipswich Investment Management first reported a position in APLS in Q2 2021 and held it in 2 quarters. The position peaked at $1.23M in Q2 2021. 186 funds tracked by Wall St. Rank hold APLS as of Q4 2021.

  • Ipswich Investment Management reported no remaining Apellis Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
  • Ipswich Investment Management sold 22,265 Apellis Pharmaceuticals shares in Q4 2021, an estimated $734K.
  • Ipswich Investment Management first reported a position in Apellis Pharmaceuticals in Q2 2021 and held it in 2 quarters.
  • Ipswich Investment Management's Apellis Pharmaceuticals position peaked at $1.23M in Q2 2021.
  • 186 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2021.

Based on Ipswich Investment Management's 13F filing for Q4 2021, filed 24 Jan 2022.