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Avantax Advisory Services’s STAAR Surgical STAA Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-7,078
Closed -$263K – 2263
2024
Q3 		$263K Sell
7,078
-458
-6% -$17.1K ﹤0.01% 1853
2024
Q2 		$359K Buy
+7,536
New +$330K ﹤0.01% 1582
2021
Q4 		– Sell
-1,654
Closed -$213K – 1276
2021
Q3 		$213K Buy
+1,654
New +$231K ﹤0.01% 1084

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Avantax Advisory Services's STAA Position: Q4 2024 in Review

Avantax Advisory Services sold out of STAAR Surgical (STAA) in Q4 2024, closing a stake of 7,078 shares — an estimated $263K sold.

Avantax Advisory Services first reported a position in STAA in Q3 2021 and held it in 3 quarters. The position peaked at $359K in Q2 2024. 212 funds tracked by Wall St. Rank hold STAA as of Q4 2024.

  • Avantax Advisory Services reported no remaining STAAR Surgical position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 7,078 STAAR Surgical shares in Q4 2024, an estimated $263K.
  • Avantax Advisory Services first reported a position in STAAR Surgical in Q3 2021 and held it in 3 quarters.
  • Avantax Advisory Services's STAAR Surgical position peaked at $359K in Q2 2024.
  • 212 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.