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Advisors Asset Management’s STAAR Surgical STAA Stock Holding History

Advisors Asset 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
Q2 		– Sell
-5,263
Closed -$337K – 1465
2023
Q1 		$337K Sell
5,263
-2,334
-31% -$152K 0.01% 1018
2022
Q4 		$369K Sell
7,597
-4,700
-38% -$295K 0.01% 1003
2022
Q3 		$868K Sell
12,297
-1,732
-12% -$148K 0.02% 774
2022
Q2 		$995K Sell
14,029
-1,906
-12% -$123K 0.02% 754
2022
Q1 		$1.27M Sell
15,935
-6,194
-28% -$461K 0.02% 738
2021
Q4 		$2.02M Sell
22,129
-1,365
-6% -$146K 0.03% 605
2021
Q3 		$3.02M Sell
23,494
-1,239
-5% -$173K 0.05% 443
2021
Q2 		$3.77M Buy
24,733
+1,062
+4% +$140K 0.06% 355
2021
Q1 		$2.5M Buy
23,671
+5,669
+31% +$568K 0.04% 506
2020
Q4 		$1.43M Buy
18,002
+6,018
+50% +$440K 0.02% 673
2020
Q3 		$678K Sell
11,984
-3,476
-22% -$187K 0.01% 826
2020
Q2 		$951K Buy
15,460
+3,120
+25% +$127K 0.02% 705
2020
Q1 		$398K Sell
12,340
-89
-0.7% -$3K 0.01% 914
2019
Q4 		$437K Buy
12,429
+294
+2% +$9.7K 0.01% 1023
2019
Q3 		$313K Sell
12,135
-246
-2% -$7.48K 0.01% 1089
2019
Q2 		$364K Sell
12,381
-213
-2% -$6.15K 0.01% 1069
2019
Q1 		$431K Sell
12,594
-114
-0.9% -$4.03K 0.01% 1117
2018
Q4 		$406K Buy
12,708
+6,420
+102% +$250K 0.01% 1029
2018
Q3 		$302K Buy
+6,288
New +$257K ﹤0.01% 1162

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Advisors Asset Management's STAA Position: Q2 2023 in Review

Advisors Asset Management sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 5,263 shares — an estimated $337K sold.

Advisors Asset Management first reported a position in STAA in Q3 2018 and held it in 19 quarters. The position peaked at $3.77M in Q2 2021. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

  • Advisors Asset Management reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
  • Advisors Asset Management sold 5,263 STAAR Surgical shares in Q2 2023, an estimated $337K.
  • Advisors Asset Management first reported a position in STAAR Surgical in Q3 2018 and held it in 19 quarters.
  • Advisors Asset Management's STAAR Surgical position peaked at $3.77M in Q2 2021.
  • 245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

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