Ladenburg Thalmann Financial Services’s Apellis Pharmaceuticals APLS Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$79K	Buy	2,556 +350	+16%	+$9.69K	﹤0.01%	3187
2019 Q3	$53K	Buy	2,206 +906	+70%	+$24.9K	﹤0.01%	3406
2019 Q2	$33K	Buy	1,300 +800	+160%	+$16.3K	﹤0.01%	3738
2019 Q1	$10K	Hold	500	–	–	﹤0.01%	4356
2018 Q4	$7K	Hold	500	–	–	﹤0.01%	4438
2018 Q3	$9K	Buy	+500	New	+$9.24K	﹤0.01%	4325

Other funds holding APLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAM

Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ladenburg Thalmann Financial Services's APLS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Apellis Pharmaceuticals (APLS) stake by 16% in Q4 2019, buying an estimated $9.69K and bringing the position to 2,556 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #3187.

Ladenburg Thalmann Financial Services first reported a position in APLS in Q3 2018 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold APLS as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,556 shares of Apellis Pharmaceuticals worth $79K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 350 Apellis Pharmaceuticals shares in Q4 2019, an estimated $9.69K.
Apellis Pharmaceuticals made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3187 holding.
Ladenburg Thalmann Financial Services first reported a position in Apellis Pharmaceuticals in Q3 2018 and has held it in 6 quarters since.
133 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.