OAM
APLS

Oppenheimer Asset Management’s Apellis Pharmaceuticals APLS Stock Holding History

Oppenheimer Asset 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
2024
Q4 		– Sell
-12,636
Closed -$364K – 1154
2024
Q3 		$364K Sell
12,636
-118
-0.9% -$4.37K ﹤0.01% 946
2024
Q2 		$489K Buy
12,754
+4,060
+47% +$184K 0.01% 867
2024
Q1 		$511K Buy
8,694
+664
+8% +$42.3K 0.01% 825
2023
Q4 		$481K Sell
8,030
-1,839
-19% -$93.3K 0.01% 871
2023
Q3 		$375K Buy
9,869
+3,673
+59% +$161K 0.01% 921
2023
Q2 		$564K Sell
6,196
-129
-2% -$11.1K 0.01% 836
2023
Q1 		$417K Buy
+6,325
New +$365K 0.01% 890

Other funds holding APLS

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Oppenheimer Asset Management's APLS Position: Q4 2024 in Review

Oppenheimer Asset Management sold out of Apellis Pharmaceuticals (APLS) in Q4 2024, closing a stake of 12,636 shares — an estimated $364K sold.

Oppenheimer Asset Management first reported a position in APLS in Q1 2023 and held it in 7 quarters. The position peaked at $564K in Q2 2023. 260 funds tracked by Wall St. Rank hold APLS as of Q4 2024.

  • Oppenheimer Asset Management reported no remaining Apellis Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Oppenheimer Asset Management sold 12,636 Apellis Pharmaceuticals shares in Q4 2024, an estimated $364K.
  • Oppenheimer Asset Management first reported a position in Apellis Pharmaceuticals in Q1 2023 and held it in 7 quarters.
  • Oppenheimer Asset Management's Apellis Pharmaceuticals position peaked at $564K in Q2 2023.
  • 260 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2024.

Based on Oppenheimer Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.