SGAM
APLS

Smith Group Asset Management’s Apellis Pharmaceuticals APLS Stock Holding History

Smith Group 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
2022
Q1 		– Sell
-80
Closed -$4K – 279
2021
Q4 		$4K Hold
80
– – ﹤0.01% 348
2021
Q3 		$3K Hold
80
– – ﹤0.01% 361
2021
Q2 		$5K Hold
80
– – ﹤0.01% 341
2021
Q1 		$3K Sell
80
-2,500
-97% -$118K ﹤0.01% 315
2020
Q4 		$148K Sell
2,580
-10
-0.4% -$423 0.01% 189
2020
Q3 		$78K Buy
+2,590
New +$77.4K ﹤0.01% 205

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smith Group Asset Management's APLS Position: Q1 2022 in Review

Smith Group Asset Management sold out of Apellis Pharmaceuticals (APLS) in Q1 2022, closing a stake of 80 shares — an estimated $4K sold.

Smith Group Asset Management first reported a position in APLS in Q3 2020 and held it in 6 quarters. The position peaked at $148K in Q4 2020. 212 funds tracked by Wall St. Rank hold APLS as of Q1 2022.

  • Smith Group Asset Management reported no remaining Apellis Pharmaceuticals position as of Q1 2022 after selling out during the quarter.
  • Smith Group Asset Management sold 80 Apellis Pharmaceuticals shares in Q1 2022, an estimated $4K.
  • Smith Group Asset Management first reported a position in Apellis Pharmaceuticals in Q3 2020 and held it in 6 quarters.
  • Smith Group Asset Management's Apellis Pharmaceuticals position peaked at $148K in Q4 2020.
  • 212 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2022.

Based on Smith Group Asset Management's 13F filing for Q1 2022, filed 5 May 2022.