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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
2021
Q3 		– Sell
-22
Closed -$153K – 1000
2021
Q2 		$153K Buy
+22
New +$2.9K 0.05% 240

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Geode Capital Management
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's STAA Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of STAAR Surgical (STAA) in Q3 2021, closing a stake of 22 shares — an estimated $153K sold.

Financial Gravity Asset Management first reported a position in STAA in Q2 2021 and held it in 1 quarter. The position peaked at $153K in Q2 2021. 291 funds tracked by Wall St. Rank hold STAA as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining STAAR Surgical position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 22 STAAR Surgical shares in Q3 2021, an estimated $153K.
  • Financial Gravity Asset Management first reported a position in STAAR Surgical in Q2 2021 and held it in 1 quarter.
  • Financial Gravity Asset Management's STAAR Surgical position peaked at $153K in Q2 2021.
  • 291 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.