Carroll Financial Associates’s STAAR Surgical STAA Stock Holding History

Carroll Financial Associates’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 Q4	$23K	Buy	246 +56	+29%	+$6.01K	﹤0.01%	938
2021 Q3	$24K	Sell	190 -68	-26%	-$9.52K	﹤0.01%	947
2021 Q2	$39K	Sell	258 -188	-42%	-$24.8K	﹤0.01%	882
2021 Q1	$47K	Buy	446 +306	+219%	+$30.6K	﹤0.01%	786
2020 Q4	$11K	Buy	140 +22	+19%	+$1.61K	﹤0.01%	1089
2020 Q3	$6K	Buy	+118	New	+$6.36K	﹤0.01%	1166

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

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

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

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

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

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carroll Financial Associates's STAA Position: Q4 2021 in Review

Carroll Financial Associates increased its STAAR Surgical (STAA) stake by 29% in Q4 2021, buying an estimated $6.01K and bringing the position to 246 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Carroll Financial Associates first reported a position in STAA in Q3 2020 and has held it in 6 quarters since. The position peaked at $47K in Q1 2021. 280 funds tracked by Wall St. Rank hold STAA as of Q4 2021.

Carroll Financial Associates held 246 shares of STAAR Surgical worth $23K as of Q4 2021.
Carroll Financial Associates bought 56 STAAR Surgical shares in Q4 2021, an estimated $6.01K.
STAAR Surgical made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #938 holding.
Carroll Financial Associates first reported a position in STAAR Surgical in Q3 2020 and has held it in 6 quarters since.
Carroll Financial Associates's STAAR Surgical position peaked at $47K in Q1 2021.
280 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.