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Cape Investment Advisory’s STAAR Surgical STAA Stock Holding History

Cape Investment Advisory’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
-1,331
Closed -$41.5K – 1157
2023
Q4 		$41.5K Buy
+1,331
New +$47.8K 0.02% 379

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
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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cape Investment Advisory's STAA Position: Q1 2024 in Review

Cape Investment Advisory sold out of STAAR Surgical (STAA) in Q1 2024, closing a stake of 1,331 shares — an estimated $41.5K sold.

Cape Investment Advisory first reported a position in STAA in Q4 2023 and held it in 1 quarter. The position peaked at $41.5K in Q4 2023. 198 funds tracked by Wall St. Rank hold STAA as of Q1 2024.

  • Cape Investment Advisory reported no remaining STAAR Surgical position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 1,331 STAAR Surgical shares in Q1 2024, an estimated $41.5K.
  • Cape Investment Advisory first reported a position in STAAR Surgical in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's STAAR Surgical position peaked at $41.5K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.