FTDI
STAA icon

First Trust Direct Indexing’s STAAR Surgical STAA Stock Holding History

First Trust Direct Indexing’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
Q3 		– Sell
-4,708
Closed -$224K – 1007
2024
Q2 		$224K Buy
+4,708
New +$206K 0.01% 783

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Direct Indexing's STAA Position: Q3 2024 in Review

First Trust Direct Indexing sold out of STAAR Surgical (STAA) in Q3 2024, closing a stake of 4,708 shares — an estimated $224K sold.

First Trust Direct Indexing first reported a position in STAA in Q2 2024 and held it in 1 quarter. The position peaked at $224K in Q2 2024. 236 funds tracked by Wall St. Rank hold STAA as of Q3 2024.

  • First Trust Direct Indexing reported no remaining STAAR Surgical position as of Q3 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,708 STAAR Surgical shares in Q3 2024, an estimated $224K.
  • First Trust Direct Indexing first reported a position in STAAR Surgical in Q2 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's STAAR Surgical position peaked at $224K in Q2 2024.
  • 236 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2024.

Based on First Trust Direct Indexing's 13F filing for Q3 2024, filed 25 Oct 2024.