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BSW Wealth Partners’s STAAR Surgical STAA Stock Holding History

BSW Wealth Partners’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
2023
Q3 		– Sell
-3,915
Closed -$206K – 281
2023
Q2 		$206K Hold
3,915
– – 0.04% 251
2023
Q1 		$250K Buy
+3,915
New +$256K 0.05% 256
2022
Q4 		– Sell
-3,165
Closed -$223K – 328
2022
Q3 		$223K Sell
3,165
-2,381
-43% -$204K 0.05% 241
2022
Q2 		$393K Hold
5,546
– – 0.09% 147
2022
Q1 		$443K Buy
+5,546
New +$413K 0.11% 140

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

BSW Wealth Partners's STAA Position: Q3 2023 in Review

BSW Wealth Partners sold out of STAAR Surgical (STAA) in Q3 2023, closing a stake of 3,915 shares — an estimated $206K sold.

BSW Wealth Partners first reported a position in STAA in Q1 2022 and held it in 5 quarters. The position peaked at $443K in Q1 2022. 217 funds tracked by Wall St. Rank hold STAA as of Q3 2023.

  • BSW Wealth Partners reported no remaining STAAR Surgical position as of Q3 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 3,915 STAAR Surgical shares in Q3 2023, an estimated $206K.
  • BSW Wealth Partners first reported a position in STAAR Surgical in Q1 2022 and held it in 5 quarters.
  • BSW Wealth Partners's STAAR Surgical position peaked at $443K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2023.

Based on BSW Wealth Partners's 13F filing for Q3 2023, filed 27 Oct 2023.