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Accurate Wealth Management’s STAAR Surgical STAA Stock Holding History

Accurate Wealth Management’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22
Closed -$1.47K – 1280
2022
Q4 		$1.47K Buy
+22
New +$1.38K ﹤0.01% 1278

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM

Accurate Wealth Management's STAA Position: Q1 2023 in Review

Accurate Wealth Management sold out of STAAR Surgical (STAA) in Q1 2023, closing a stake of 22 shares — an estimated $1.47K sold.

Accurate Wealth Management first reported a position in STAA in Q4 2022 and held it in 1 quarter. The position peaked at $1.47K in Q4 2022. 251 funds tracked by Wall St. Rank hold STAA as of Q1 2023.

  • Accurate Wealth Management reported no remaining STAAR Surgical position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 22 STAAR Surgical shares in Q1 2023, an estimated $1.47K.
  • Accurate Wealth Management first reported a position in STAAR Surgical in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's STAAR Surgical position peaked at $1.47K in Q4 2022.
  • 251 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.