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DFPG Investments’s STAAR Surgical STAA Stock Holding History

DFPG Investments’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
Q1 		– Sell
-6,289
Closed -$431K – 527
2022
Q4 		$431K Buy
6,289
+281
+5% +$17.6K 0.07% 282
2022
Q3 		$422K Sell
6,008
-1,009
-14% -$86.4K 0.18% 90
2022
Q2 		$524K Sell
7,017
-12
-0.2% -$773 0.23% 80
2022
Q1 		$435K Sell
7,029
-16
-0.2% -$1.19K 0.17% 95
2021
Q4 		$515K Buy
7,045
+520
+8% +$55.8K 0.22% 91
2021
Q3 		$746K Buy
6,525
+2,119
+48% +$297K 0.28% 91
2021
Q2 		$595K Sell
4,406
-3,994
-48% -$526K 0.23% 98
2021
Q1 		$895K Hold
8,400
– – 0.38% 76
2020
Q4 		$709K Hold
8,400
– – 0.33% 85
2020
Q3 		$479K Hold
8,400
– – 0.26% 95
2020
Q2 		$487K Sell
8,400
-4,600
-35% -$188K 0.3% 90
2020
Q1 		$468K Buy
13,000
+1,000
+8% +$33.7K 0.35% 80
2019
Q4 		$500K Hold
12,000
– – 0.33% 88
2019
Q3 		$295K Buy
+12,000
New +$365K 0.24% 110

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
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 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
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
EFM
E Fund Management Guangzhou, China $3.37B AUM

DFPG Investments's STAA Position: Q1 2023 in Review

DFPG Investments sold out of STAAR Surgical (STAA) in Q1 2023, closing a stake of 6,289 shares — an estimated $431K sold.

DFPG Investments first reported a position in STAA in Q3 2019 and held it in 14 quarters. The position peaked at $895K in Q1 2021. 251 funds tracked by Wall St. Rank hold STAA as of Q1 2023.

  • DFPG Investments reported no remaining STAAR Surgical position as of Q1 2023 after selling out during the quarter.
  • DFPG Investments sold 6,289 STAAR Surgical shares in Q1 2023, an estimated $431K.
  • DFPG Investments first reported a position in STAAR Surgical in Q3 2019 and held it in 14 quarters.
  • DFPG Investments's STAAR Surgical position peaked at $895K in Q1 2021.
  • 251 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2023.

Based on DFPG Investments's 13F filing for Q1 2023, filed 11 Apr 2023.