SIM
APLS

Sandia Investment Management’s Apellis Pharmaceuticals APLS Stock Holding History

Sandia 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
2023
Q2 		– Sell
-4,000
Closed -$264K – 231
2023
Q1 		$264K Buy
+4,000
New +$231K 0.05% 121
2022
Q2 		– Sell
-5,000
Closed -$254K – 303
2022
Q1 		$254K Buy
+5,000
New +$221K 0.04% 195

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sandia Investment Management's APLS Position: Q2 2023 in Review

Sandia Investment Management sold out of Apellis Pharmaceuticals (APLS) in Q2 2023, closing a stake of 4,000 shares — an estimated $264K sold.

Sandia Investment Management first reported a position in APLS in Q1 2022 and held it in 2 quarters. The position peaked at $264K in Q1 2023. 317 funds tracked by Wall St. Rank hold APLS as of Q2 2023.

  • Sandia Investment Management reported no remaining Apellis Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Sandia Investment Management sold 4,000 Apellis Pharmaceuticals shares in Q2 2023, an estimated $264K.
  • Sandia Investment Management first reported a position in Apellis Pharmaceuticals in Q1 2022 and held it in 2 quarters.
  • Sandia Investment Management's Apellis Pharmaceuticals position peaked at $264K in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2023.

Based on Sandia Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.