CPG
STAA icon

Custom Portfolio Group’s STAAR Surgical STAA Stock Holding History

Custom Portfolio Group’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
Q2 		$3.57K Hold
75
– – ﹤0.01% 195
2024
Q1 		$2.87K Buy
+75
New +$2.44K ﹤0.01% 208

Other funds holding STAA

BC
Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $110B AUM 4.8% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Custom Portfolio Group's STAA Position: Q2 2024 in Review

Custom Portfolio Group held its STAAR Surgical (STAA) position steady in Q2 2024 at 75 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Custom Portfolio Group first reported a position in STAA in Q1 2024 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold STAA as of Q2 2024.

  • Custom Portfolio Group held 75 shares of STAAR Surgical worth $3.57K as of Q2 2024.
  • Custom Portfolio Group left its STAAR Surgical share count unchanged in Q2 2024.
  • STAAR Surgical made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #195 holding.
  • Custom Portfolio Group first reported a position in STAAR Surgical in Q1 2024 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.