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Capital Asset Advisory Services’s STAAR Surgical STAA Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-284
Closed -$22K – 1393
2020
Q4 		$22K Buy
+284
New +$20.8K ﹤0.01% 847

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Vanguard Group
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Asset Advisory Services's STAA Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of STAAR Surgical (STAA) in Q1 2021, closing a stake of 284 shares — an estimated $22K sold.

Capital Asset Advisory Services first reported a position in STAA in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 226 funds tracked by Wall St. Rank hold STAA as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining STAAR Surgical position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 284 STAAR Surgical shares in Q1 2021, an estimated $22K.
  • Capital Asset Advisory Services first reported a position in STAAR Surgical in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's STAAR Surgical position peaked at $22K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.