First Trust Advisors
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First Trust Advisors’s STAAR Surgical STAA Stock Holding History

First Trust 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
2023
Q1 		– Sell
-14,865
Closed -$722K – 2467
2022
Q4 		$722K Sell
14,865
-98
-0.7% -$6.15K ﹤0.01% 2070
2022
Q3 		$1.06M Buy
14,963
+10,665
+248% +$913K ﹤0.01% 1979
2022
Q2 		$305K Buy
+4,298
New +$277K ﹤0.01% 2300
2022
Q1 		– Sell
-35,458
Closed -$3.24M – 2588
2021
Q4 		$3.24M Sell
35,458
-16,395
-32% -$1.76M ﹤0.01% 1586
2021
Q3 		$6.67M Sell
51,853
-1,693
-3% -$237K 0.01% 1147
2021
Q2 		$8.17M Sell
53,546
-6,332
-11% -$834K 0.01% 1072
2021
Q1 		$6.31M Buy
59,878
+10,055
+20% +$1.01M 0.01% 1107
2020
Q4 		$3.95M Buy
49,823
+12,478
+33% +$913K 0.01% 1205
2020
Q3 		$2.11M Sell
37,345
-18,256
-33% -$983K ﹤0.01% 1343
2020
Q2 		$3.42M Sell
55,601
-638
-1% -$26.1K 0.01% 1129
2020
Q1 		$1.81M Buy
+56,239
New +$1.9M ﹤0.01% 1315
2019
Q3 		– Sell
-35,263
Closed -$1.04M – 2471
2019
Q2 		$1.04M Sell
35,263
-31,355
-47% -$905K ﹤0.01% 1841
2019
Q1 		$2.28M Sell
66,618
-33,922
-34% -$1.2M ﹤0.01% 1484
2018
Q4 		$3.21M Buy
+100,540
New +$3.92M 0.01% 1215

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
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM

First Trust Advisors's STAA Position: Q1 2023 in Review

First Trust Advisors sold out of STAAR Surgical (STAA) in Q1 2023, closing a stake of 14,865 shares — an estimated $722K sold.

First Trust Advisors first reported a position in STAA in Q4 2018 and held it in 14 quarters. The position peaked at $8.17M in Q2 2021. 251 funds tracked by Wall St. Rank hold STAA as of Q1 2023.

  • First Trust Advisors reported no remaining STAAR Surgical position as of Q1 2023 after selling out during the quarter.
  • First Trust Advisors sold 14,865 STAAR Surgical shares in Q1 2023, an estimated $722K.
  • First Trust Advisors first reported a position in STAAR Surgical in Q4 2018 and held it in 14 quarters.
  • First Trust Advisors's STAAR Surgical position peaked at $8.17M in Q2 2021.
  • 251 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2023.

Based on First Trust Advisors's 13F filing for Q1 2023, filed 15 May 2023.