V
APLS

Veritable’s Apellis Pharmaceuticals APLS Stock Holding History

Veritable’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
Q3 		– Sell
-3,543
Closed -$323K – 51
2023
Q2 		$323K Sell
3,543
-140
-4% -$12.1K 0.01% 675
2023
Q1 		$243K Buy
+3,683
New +$213K ﹤0.01% 764
2022
Q4 		– Sell
-3,543
Closed -$242K – 866
2022
Q3 		$242K Buy
+3,543
New +$210K ﹤0.01% 696
2021
Q3 		– Sell
-3,543
Closed -$224K – 883
2021
Q2 		$224K Buy
+3,543
New +$183K ﹤0.01% 799
2021
Q1 		– Sell
-3,543
Closed -$203K – 838
2020
Q4 		$203K Buy
+3,543
New +$150K ﹤0.01% 757

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
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Veritable's APLS Position: Q3 2023 in Review

Veritable sold out of Apellis Pharmaceuticals (APLS) in Q3 2023, closing a stake of 3,543 shares — an estimated $323K sold.

Veritable first reported a position in APLS in Q4 2020 and held it in 5 quarters. The position peaked at $323K in Q2 2023. 256 funds tracked by Wall St. Rank hold APLS as of Q3 2023.

  • Veritable reported no remaining Apellis Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 3,543 Apellis Pharmaceuticals shares in Q3 2023, an estimated $323K.
  • Veritable first reported a position in Apellis Pharmaceuticals in Q4 2020 and held it in 5 quarters.
  • Veritable's Apellis Pharmaceuticals position peaked at $323K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.