AWE
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Avidian Wealth Enterprises’s STAAR Surgical STAA Stock Holding History

Avidian Wealth Enterprises’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
2019
Q2 		– Sell
-32,200
Closed -$1.1M – 163
2019
Q1 		$1.1M Buy
+32,200
New +$1.14M 0.24% 41
2018
Q4 		– Sell
-21,815
Closed -$1.05M – 117
2018
Q3 		$1.05M Buy
+21,815
New +$893K 0.33% 35

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Avidian Wealth Enterprises's STAA Position: Q2 2019 in Review

Avidian Wealth Enterprises sold out of STAAR Surgical (STAA) in Q2 2019, closing a stake of 32,200 shares — an estimated $1.1M sold.

Avidian Wealth Enterprises first reported a position in STAA in Q3 2018 and held it in 2 quarters. The position peaked at $1.1M in Q1 2019. 155 funds tracked by Wall St. Rank hold STAA as of Q2 2019.

  • Avidian Wealth Enterprises reported no remaining STAAR Surgical position as of Q2 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 32,200 STAAR Surgical shares in Q2 2019, an estimated $1.1M.
  • Avidian Wealth Enterprises first reported a position in STAAR Surgical in Q3 2018 and held it in 2 quarters.
  • Avidian Wealth Enterprises's STAAR Surgical position peaked at $1.1M in Q1 2019.
  • 155 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2019, filed 14 Aug 2019.