AssetMark Inc’s STAAR Surgical STAA Stock Holding History

AssetMark Inc’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 Q3	–	Sell	-273	Closed	-$14.4K	–	1803
2023 Q2	$14.4K	Sell	273 -486	-64%	-$29.6K	﹤0.01%	1249
2023 Q1	$48.5K	Buy	759 +114	+18%	+$7.44K	﹤0.01%	1039
2022 Q4	$31.3K	Buy	645 +191	+42%	+$12K	﹤0.01%	1133
2022 Q3	$32K	Buy	454 +204	+82%	+$17.5K	﹤0.01%	1045
2022 Q2	$18K	Buy	250 +197	+372%	+$12.7K	﹤0.01%	1142
2022 Q1	$4K	Buy	+53	New	+$3.95K	﹤0.01%	1323

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

AIM

Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

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

AssetMark Inc's STAA Position: Q3 2023 in Review

AssetMark Inc sold out of STAAR Surgical (STAA) in Q3 2023, closing a stake of 273 shares — an estimated $14.4K sold.

AssetMark Inc first reported a position in STAA in Q1 2022 and held it in 6 quarters. The position peaked at $48.5K in Q1 2023. 217 funds tracked by Wall St. Rank hold STAA as of Q3 2023.

AssetMark Inc reported no remaining STAAR Surgical position as of Q3 2023 after selling out during the quarter.
AssetMark Inc sold 273 STAAR Surgical shares in Q3 2023, an estimated $14.4K.
AssetMark Inc first reported a position in STAAR Surgical in Q1 2022 and held it in 6 quarters.
AssetMark Inc's STAAR Surgical position peaked at $48.5K in Q1 2023.
217 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2023.

Based on AssetMark Inc's 13F filing for Q3 2023, filed 27 Oct 2023.