IUHSA
APLS

Itau Unibanco Holding S.A.’s Apellis Pharmaceuticals APLS Stock Holding History

Itau Unibanco Holding S.A.’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
-179
Closed -$11.8K – 513
2023
Q1 		$11.8K Hold
179
– – ﹤0.01% 442
2022
Q4 		$9.26K Buy
179
+6
+3% +$318 ﹤0.01% 458
2022
Q3 		$12K Hold
173
– – ﹤0.01% 483
2022
Q2 		$8K Buy
173
+10
+6% +$456 ﹤0.01% 430
2022
Q1 		$8K Hold
163
– – ﹤0.01% 434
2021
Q4 		$8K Buy
+163
New +$6.42K ﹤0.01% 400

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

Itau Unibanco Holding S.A.'s APLS Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of Apellis Pharmaceuticals (APLS) in Q2 2023, closing a stake of 179 shares — an estimated $11.8K sold.

Itau Unibanco Holding S.A. first reported a position in APLS in Q4 2021 and held it in 6 quarters. The position peaked at $12K in Q3 2022. 317 funds tracked by Wall St. Rank hold APLS as of Q2 2023.

  • Itau Unibanco Holding S.A. reported no remaining Apellis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 179 Apellis Pharmaceuticals shares in Q2 2023, an estimated $11.8K.
  • Itau Unibanco Holding S.A. first reported a position in Apellis Pharmaceuticals in Q4 2021 and held it in 6 quarters.
  • Itau Unibanco Holding S.A.'s Apellis Pharmaceuticals position peaked at $12K in Q3 2022.
  • 317 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.