American Portfolios Advisors’s STAAR Surgical STAA Stock Holding History

American Portfolios Advisors’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
2022 Q3	$34.8K	Sell	493 -50	-9%	-$4.28K	﹤0.01%	1912
2022 Q2	$38.5K	Hold	543	–	–	﹤0.01%	1904
2022 Q1	$43.4K	Hold	543	–	–	﹤0.01%	1954
2021 Q4	$49.6K	Sell	543 -65	-11%	-$6.97K	﹤0.01%	1873
2021 Q3	$78.1K	Hold	608	–	–	﹤0.01%	1562
2021 Q2	$92.7K	Hold	608	–	–	﹤0.01%	1459
2021 Q1	$64.1K	Buy	608 +10	+2%	+$1K	﹤0.01%	1494
2020 Q4	$47.4K	Sell	598 -100	-14%	-$7.32K	﹤0.01%	1433
2020 Q3	$39.5K	Buy	698 +65	+10%	+$3.5K	﹤0.01%	1413
2020 Q2	$39K	Buy	633 +133	+27%	+$5.43K	﹤0.01%	1382
2020 Q1	$16.1K	Sell	500 -2,547	-84%	-$85.8K	﹤0.01%	1604
2019 Q4	$107K	Sell	3,047 -388	-11%	-$12.8K	0.01%	1008
2019 Q3	$88.6K	Sell	3,435 -704	-17%	-$21.4K	0.01%	1047
2019 Q2	$122K	Buy	4,139 +1,616	+64%	+$46.6K	0.01%	903
2019 Q1	$86.3K	Buy	+2,523	New	+$89.3K	0.01%	955

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

American Portfolios Advisors's STAA Position: Q3 2022 in Review

American Portfolios Advisors reduced its STAAR Surgical (STAA) stake by 9.2% in Q3 2022, selling an estimated $4.28K and leaving 493 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

American Portfolios Advisors first reported a position in STAA in Q1 2019 and has held it in 15 quarters since. The position peaked at $122K in Q2 2019. 305 funds tracked by Wall St. Rank hold STAA as of Q3 2022.

American Portfolios Advisors held 493 shares of STAAR Surgical worth $34.8K as of Q3 2022.
American Portfolios Advisors sold 50 STAAR Surgical shares in Q3 2022, an estimated $4.28K.
STAAR Surgical made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1912 holding.
American Portfolios Advisors first reported a position in STAAR Surgical in Q1 2019 and has held it in 15 quarters since.
American Portfolios Advisors's STAAR Surgical position peaked at $122K in Q2 2019.
305 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.