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Bartlett & Co Wealth Management’s STAAR Surgical STAA Stock Holding History

Bartlett & Co Wealth 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
2022
Q3 		– Sell
-84
Closed -$5.96K – 1272
2022
Q2 		$5.96K Buy
+84
New +$5.41K ﹤0.01% 983
2021
Q1 		– Sell
-37
Closed -$2.93K – 1185
2020
Q4 		$2.93K Buy
+37
New +$2.71K ﹤0.01% 869

Other funds holding STAA

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

Bartlett & Co Wealth Management's STAA Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of STAAR Surgical (STAA) in Q3 2022, closing a stake of 84 shares — an estimated $5.96K sold.

Bartlett & Co Wealth Management first reported a position in STAA in Q4 2020 and held it in 2 quarters. The position peaked at $5.96K in Q2 2022. 304 funds tracked by Wall St. Rank hold STAA as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining STAAR Surgical position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 84 STAAR Surgical shares in Q3 2022, an estimated $5.96K.
  • Bartlett & Co Wealth Management first reported a position in STAAR Surgical in Q4 2020 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's STAAR Surgical position peaked at $5.96K in Q2 2022.
  • 304 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.