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Blue Trust Inc’s STAAR Surgical STAA Stock Holding History

Blue Trust Inc’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
-29
Closed -$1.38K – 2931
2024
Q3 		$1.38K Sell
29
-53
-65% -$1.98K ﹤0.01% 2652
2024
Q2 		$3.14K Buy
+82
New +$3.59K ﹤0.01% 2330
2024
Q1 		– Sell
-5
Closed – – 2668
2023
Q4 		$0 Buy
+5
New +$180 ﹤0.01% 2687
2023
Q1 		– Sell
-30
Closed -$2K – 2616
2022
Q4 		$2K Sell
30
-83
-73% -$5.21K ﹤0.01% 1964
2022
Q3 		$8K Buy
113
+107
+1,783% +$9.16K ﹤0.01% 1435
2022
Q2 		$0 Buy
+6
New +$387 ﹤0.01% 2005

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

Blue Trust Inc's STAA Position: Q4 2024 in Review

Blue Trust Inc sold out of STAAR Surgical (STAA) in Q4 2024, closing a stake of 29 shares — an estimated $1.38K sold.

Blue Trust Inc first reported a position in STAA in Q2 2022 and held it in 6 quarters. The position peaked at $8K in Q3 2022. 212 funds tracked by Wall St. Rank hold STAA as of Q4 2024.

  • Blue Trust Inc reported no remaining STAAR Surgical position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 29 STAAR Surgical shares in Q4 2024, an estimated $1.38K.
  • Blue Trust Inc first reported a position in STAAR Surgical in Q2 2022 and held it in 6 quarters.
  • Blue Trust Inc's STAAR Surgical position peaked at $8K in Q3 2022.
  • 212 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.