MWNA
APLS

Marshall Wace North America’s Apellis Pharmaceuticals APLS Stock Holding History

Marshall Wace North America’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
Q3 		– Sell
-3,809
Closed -$241K – 1417
2021
Q2 		$241K Sell
3,809
-18,953
-83% -$978K ﹤0.01% 1317
2021
Q1 		$977K Buy
+22,762
New +$1.08M ﹤0.01% 1044
2020
Q1 		– Sell
-22,343
Closed -$684K – 1210
2019
Q4 		$684K Buy
+22,343
New +$618K ﹤0.01% 779

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marshall Wace North America's APLS Position: Q3 2021 in Review

Marshall Wace North America sold out of Apellis Pharmaceuticals (APLS) in Q3 2021, closing a stake of 3,809 shares — an estimated $241K sold.

Marshall Wace North America first reported a position in APLS in Q4 2019 and held it in 3 quarters. The position peaked at $977K in Q1 2021. 181 funds tracked by Wall St. Rank hold APLS as of Q3 2021.

  • Marshall Wace North America reported no remaining Apellis Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Marshall Wace North America sold 3,809 Apellis Pharmaceuticals shares in Q3 2021, an estimated $241K.
  • Marshall Wace North America first reported a position in Apellis Pharmaceuticals in Q4 2019 and held it in 3 quarters.
  • Marshall Wace North America's Apellis Pharmaceuticals position peaked at $977K in Q1 2021.
  • 181 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.