Concourse Financial Group Securities’s STAAR Surgical STAA Stock Holding History

Concourse Financial Group Securities’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 Q2	–	Sell	-200	Closed	-$12.2K	–	2448
2023 Q1	$12.8K	Sell	200 -619	-76%	-$40.4K	﹤0.01%	1593
2022 Q4	$39.8K	Sell	819 -68	-8%	-$4.26K	﹤0.01%	1179
2022 Q3	$63K	Buy	887 +24	+3%	+$2.05K	0.01%	874
2022 Q2	$61K	Sell	863 -81	-9%	-$5.22K	0.01%	1006
2022 Q1	$75K	Buy	+944	New	+$70.3K	0.01%	983
2021 Q4	–	Sell	-312	Closed	-$33.5K	–	2471
2021 Q3	$40K	Buy	312 +63	+25%	+$8.82K	﹤0.01%	1411
2021 Q2	$38K	Buy	+249	New	+$32.8K	﹤0.01%	1424
2020 Q3	–	Sell	-132	Closed	-$7.11K	–	2253
2020 Q2	$8K	Buy	132 +58	+78%	+$2.37K	﹤0.01%	1560
2020 Q1	$2K	Buy	+74	New	+$2.49K	﹤0.01%	1930

Other funds holding STAA

Broadwood Capital New York $1.91B AUM 44.39% 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

AIM

Anatole Investment Management Central, Hong Kong $590M AUM 751.98% 1-Year Est. Return

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

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

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

Concourse Financial Group Securities's STAA Position: Q2 2023 in Review

Concourse Financial Group Securities sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 200 shares — an estimated $12.2K sold.

Concourse Financial Group Securities first reported a position in STAA in Q1 2020 and held it in 9 quarters. The position peaked at $75K in Q1 2022. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

Concourse Financial Group Securities reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 200 STAAR Surgical shares in Q2 2023, an estimated $12.2K.
Concourse Financial Group Securities first reported a position in STAAR Surgical in Q1 2020 and held it in 9 quarters.
Concourse Financial Group Securities's STAAR Surgical position peaked at $75K in Q1 2022.
245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

Based on Concourse Financial Group Securities's 13F filing for Q2 2023, filed 10 Aug 2023.