Regent Investment Management’s Apellis Pharmaceuticals APLS Stock Holding History

Regent Investment 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
2022 Q4	$1.1M	Hold	21,309	–	–	0.3%	93
2022 Q3	$1.46M	Hold	21,309	–	–	0.42%	64
2022 Q2	$964K	Hold	21,309	–	–	0.27%	91
2022 Q1	$1.08M	Hold	21,309	–	–	0.25%	95
2021 Q4	$1.01M	Hold	21,309	–	–	0.22%	102
2021 Q3	$702K	Hold	21,309	–	–	0.17%	119
2021 Q2	$1.35M	Hold	21,309	–	–	0.32%	79
2021 Q1	$914K	Hold	21,309	–	–	0.23%	95
2020 Q4	$1.22M	Hold	21,309	–	–	0.34%	76
2020 Q3	$643K	Hold	21,309	–	–	0.2%	97
2020 Q2	$696K	Hold	21,309	–	–	0.23%	91
2020 Q1	$571K	Hold	21,309	–	–	0.24%	94
2019 Q4	$652K	Hold	21,309	–	–	0.2%	118
2019 Q3	$513K	Sell	21,309 -2,000	-9%	-$55K	0.17%	129
2019 Q2	$591K	Buy	+23,309	New	+$474K	0.19%	123

Other funds holding APLS

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

OCA

Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Regent Investment Management's APLS Position: Q4 2022 in Review

Regent Investment Management held its Apellis Pharmaceuticals (APLS) position steady in Q4 2022 at 21,309 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #93.

Regent Investment Management first reported a position in APLS in Q2 2019 and has held it in 15 quarters since. The position peaked at $1.46M in Q3 2022. 244 funds tracked by Wall St. Rank hold APLS as of Q4 2022.

Regent Investment Management held 21,309 shares of Apellis Pharmaceuticals worth $1.1M as of Q4 2022.
Regent Investment Management left its Apellis Pharmaceuticals share count unchanged in Q4 2022.
Apellis Pharmaceuticals made up 0.3% of Regent Investment Management's portfolio in Q4 2022, its #93 holding.
Regent Investment Management first reported a position in Apellis Pharmaceuticals in Q2 2019 and has held it in 15 quarters since.
Regent Investment Management's Apellis Pharmaceuticals position peaked at $1.46M in Q3 2022.
244 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2022.

Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.