KI
APLS

Kapitalo Investimentos’s Apellis Pharmaceuticals APLS Stock Holding History

Kapitalo Investimentos’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
Q3 		– Sell
-5,103
Closed -$465K – 540
2023
Q2 		$465K Buy
+5,103
New +$440K 0.09% 108

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
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kapitalo Investimentos's APLS Position: Q3 2023 in Review

Kapitalo Investimentos sold out of Apellis Pharmaceuticals (APLS) in Q3 2023, closing a stake of 5,103 shares — an estimated $465K sold.

Kapitalo Investimentos first reported a position in APLS in Q2 2023 and held it in 1 quarter. The position peaked at $465K in Q2 2023. 256 funds tracked by Wall St. Rank hold APLS as of Q3 2023.

  • Kapitalo Investimentos reported no remaining Apellis Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 5,103 Apellis Pharmaceuticals shares in Q3 2023, an estimated $465K.
  • Kapitalo Investimentos first reported a position in Apellis Pharmaceuticals in Q2 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Apellis Pharmaceuticals position peaked at $465K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.