Benjamin F. Edwards & Company’s STAAR Surgical STAA Stock Holding History

Benjamin F. Edwards & Company’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 Q1	–	Sell	-477	Closed	-$15K	–	2248
2023 Q4	$15K	Buy	477 +250	+110%	+$8.98K	﹤0.01%	1560
2023 Q3	$9K	Sell	227 -250	-52%	-$11.7K	﹤0.01%	1430
2023 Q2	$25K	Hold	477	–	–	﹤0.01%	1229
2023 Q1	$31K	Hold	477	–	–	﹤0.01%	1193
2022 Q4	$23K	Hold	477	–	–	﹤0.01%	1249
2022 Q3	$34K	Hold	477	–	–	﹤0.01%	1147
2022 Q2	$34K	Sell	477 -250	-34%	-$16.1K	﹤0.01%	1129
2022 Q1	$58K	Hold	727	–	–	﹤0.01%	984
2021 Q4	$66K	Hold	727	–	–	﹤0.01%	974
2021 Q3	$93K	Buy	727 +1	+0.1%	+$140	﹤0.01%	869
2021 Q2	$111K	Hold	726	–	–	0.01%	820
2021 Q1	$77K	Hold	726	–	–	﹤0.01%	903
2020 Q4	$58K	Sell	726 -1,000	-58%	-$73.2K	﹤0.01%	936
2020 Q3	$98K	Buy	1,726 +1,476	+590%	+$79.5K	0.01%	746
2020 Q2	$15K	Buy	+250	New	+$10.2K	﹤0.01%	1195

Other funds holding STAA

Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benjamin F. Edwards & Company's STAA Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of STAAR Surgical (STAA) in Q1 2024, closing a stake of 477 shares — an estimated $15K sold.

Benjamin F. Edwards & Company first reported a position in STAA in Q2 2020 and held it in 15 quarters. The position peaked at $111K in Q2 2021. 197 funds tracked by Wall St. Rank hold STAA as of Q1 2024.

Benjamin F. Edwards & Company reported no remaining STAAR Surgical position as of Q1 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 477 STAAR Surgical shares in Q1 2024, an estimated $15K.
Benjamin F. Edwards & Company first reported a position in STAAR Surgical in Q2 2020 and held it in 15 quarters.
Benjamin F. Edwards & Company's STAAR Surgical position peaked at $111K in Q2 2021.
197 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.