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Evermay Wealth Management’s STAAR Surgical STAA Stock Holding History

Evermay Wealth Management’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
Q1 		– Sell
-300
Closed -$9.36K – 715
2023
Q4 		$9.36K Sell
300
-300
-50% -$10.8K ﹤0.01% 456
2023
Q3 		$24.1K Hold
600
– – ﹤0.01% 365
2023
Q2 		$31.5K Hold
600
– – 0.01% 348
2023
Q1 		$38.4K Buy
600
+300
+100% +$19.6K 0.01% 325
2022
Q4 		$14.6K Buy
+300
New +$18.8K ﹤0.01% 385

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evermay Wealth Management's STAA Position: Q1 2024 in Review

Evermay Wealth Management sold out of STAAR Surgical (STAA) in Q1 2024, closing a stake of 300 shares — an estimated $9.36K sold.

Evermay Wealth Management first reported a position in STAA in Q4 2022 and held it in 5 quarters. The position peaked at $38.4K in Q1 2023. 198 funds tracked by Wall St. Rank hold STAA as of Q1 2024.

  • Evermay Wealth Management reported no remaining STAAR Surgical position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 300 STAAR Surgical shares in Q1 2024, an estimated $9.36K.
  • Evermay Wealth Management first reported a position in STAAR Surgical in Q4 2022 and held it in 5 quarters.
  • Evermay Wealth Management's STAAR Surgical position peaked at $38.4K in Q1 2023.
  • 198 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.