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Financial Gravity Asset Management’s STAAR Surgical STAA Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-5
Closed -$185 – 2319
2024
Q1 		$185 Buy
+5
New +$163 ﹤0.01% 1625
2023
Q1 		– Sell
-49
Closed -$56 – 1610
2022
Q4 		$56 Buy
+49
New +$3.07K ﹤0.01% 1211
2021
Q3 		– Sell
-22
Closed -$153K – 1000
2021
Q2 		$153K Buy
+22
New +$2.9K 0.05% 240
2021
Q1 		– Hold
0
– – – 647

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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Financial Gravity Asset Management's STAA Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of STAAR Surgical (STAA) in Q2 2024, closing a stake of 5 shares — an estimated $185 sold.

Financial Gravity Asset Management first reported a position in STAA in Q2 2021 and held it in 3 quarters. The position peaked at $153K in Q2 2021. 223 funds tracked by Wall St. Rank hold STAA as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining STAAR Surgical position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 5 STAAR Surgical shares in Q2 2024, an estimated $185.
  • Financial Gravity Asset Management first reported a position in STAAR Surgical in Q2 2021 and held it in 3 quarters.
  • Financial Gravity Asset Management's STAAR Surgical position peaked at $153K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.