Financial Synergies Wealth Advisors’s STAAR Surgical STAA Stock Holding History

Financial Synergies Wealth Advisors’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	-58	Closed	-$2.22K	–	418
2024 Q1	$2.22K	Hold	58	–	–	﹤0.01%	312
2023 Q4	$2.82K	Hold	58	–	–	﹤0.01%	237
2023 Q3	$2.33K	Hold	58	–	–	﹤0.01%	291
2023 Q2	$3.05K	Hold	58	–	–	﹤0.01%	279
2023 Q1	$3.71K	Hold	58	–	–	﹤0.01%	278
2022 Q4	$2.82K	Hold	58	–	–	﹤0.01%	237
2022 Q3	$4.09K	Hold	58	–	–	﹤0.01%	196
2022 Q2	$4.11K	Buy	+58	New	+$3.74K	﹤0.01%	198

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 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 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 Synergies Wealth Advisors's STAA Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of STAAR Surgical (STAA) in Q2 2024, closing a stake of 58 shares — an estimated $2.22K sold.

Financial Synergies Wealth Advisors first reported a position in STAA in Q2 2022 and held it in 8 quarters. The position peaked at $4.11K in Q2 2022. 223 funds tracked by Wall St. Rank hold STAA as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining STAAR Surgical position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 58 STAAR Surgical shares in Q2 2024, an estimated $2.22K.
Financial Synergies Wealth Advisors first reported a position in STAAR Surgical in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's STAAR Surgical position peaked at $4.11K in Q2 2022.
223 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.