Bellwether Advisors’s STAAR Surgical STAA Stock Holding History

Bellwether 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
2021 Q4	–	Sell	-3,852	Closed	-$495K	–	610
2021 Q3	$495K	Buy	+3,852	New	+$539K	0.16%	104

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Advisors's STAA Position: Q4 2021 in Review

Bellwether Advisors sold out of STAAR Surgical (STAA) in Q4 2021, closing a stake of 3,852 shares — an estimated $495K sold.

Bellwether Advisors first reported a position in STAA in Q3 2021 and held it in 1 quarter. The position peaked at $495K in Q3 2021. 279 funds tracked by Wall St. Rank hold STAA as of Q4 2021.

Bellwether Advisors reported no remaining STAAR Surgical position as of Q4 2021 after selling out during the quarter.
Bellwether Advisors sold 3,852 STAAR Surgical shares in Q4 2021, an estimated $495K.
Bellwether Advisors first reported a position in STAAR Surgical in Q3 2021 and held it in 1 quarter.
Bellwether Advisors's STAAR Surgical position peaked at $495K in Q3 2021.
279 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2021.

Based on Bellwether Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.