SS
APLS

Simplicity Solutions’s Apellis Pharmaceuticals APLS Stock Holding History

Simplicity Solutions’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
Q4 		$4.68M Sell
78,246
-134
-0.2% -$6.8K 0.13% 144
2023
Q3 		$2.98M Sell
78,380
-307
-0.4% -$13.5K 0.1% 194
2023
Q2 		$7.17M Sell
78,687
-103,190
-57% -$8.9M 0.2% 99
2023
Q1 		$12M Buy
+181,877
New +$10.5M 0.31% 61

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
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

Simplicity Solutions's APLS Position: Q4 2023 in Review

Simplicity Solutions reduced its Apellis Pharmaceuticals (APLS) stake by 0.17% in Q4 2023, selling an estimated $6.8K and leaving 78,246 shares worth $4.68M. The position accounts for 0.13% of the portfolio, ranked #144.

Simplicity Solutions first reported a position in APLS in Q1 2023 and has held it in 4 quarters since. The position peaked at $12M in Q1 2023. 283 funds tracked by Wall St. Rank hold APLS as of Q4 2023.

  • Simplicity Solutions held 78,246 shares of Apellis Pharmaceuticals worth $4.68M as of Q4 2023.
  • Simplicity Solutions sold 134 Apellis Pharmaceuticals shares in Q4 2023, an estimated $6.8K.
  • Apellis Pharmaceuticals made up 0.13% of Simplicity Solutions's portfolio in Q4 2023, its #144 holding.
  • Simplicity Solutions first reported a position in Apellis Pharmaceuticals in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's Apellis Pharmaceuticals position peaked at $12M in Q1 2023.
  • 283 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.