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First Personal Financial Services’s STAAR Surgical STAA Stock Holding History

First Personal Financial Services’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
Q4 		– Sell
-6,277
Closed -$252K – 403
2023
Q3 		$252K Buy
6,277
+1,857
+42% +$87K 0.07% 104
2023
Q2 		$232K Buy
4,420
+265
+6% +$16.1K 0.06% 104
2023
Q1 		$266K Buy
4,155
+1,361
+49% +$88.8K 0.07% 104
2022
Q4 		$136K Buy
2,794
+494
+21% +$31K 0.04% 135
2022
Q3 		$162K Buy
+2,300
New +$197K 0.05% 117

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

First Personal Financial Services's STAA Position: Q4 2023 in Review

First Personal Financial Services sold out of STAAR Surgical (STAA) in Q4 2023, closing a stake of 6,277 shares — an estimated $252K sold.

First Personal Financial Services first reported a position in STAA in Q3 2022 and held it in 5 quarters. The position peaked at $266K in Q1 2023. 207 funds tracked by Wall St. Rank hold STAA as of Q4 2023.

  • First Personal Financial Services reported no remaining STAAR Surgical position as of Q4 2023 after selling out during the quarter.
  • First Personal Financial Services sold 6,277 STAAR Surgical shares in Q4 2023, an estimated $252K.
  • First Personal Financial Services first reported a position in STAAR Surgical in Q3 2022 and held it in 5 quarters.
  • First Personal Financial Services's STAAR Surgical position peaked at $266K in Q1 2023.
  • 207 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2023.

Based on First Personal Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.