Fortis Advisors’s STAAR Surgical STAA Stock Holding History

Fortis 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
2020 Q3	–	Sell	-61	Closed	-$4K	–	181
2020 Q2	$4K	Sell	61 -1,051	-95%	-$42.9K	﹤0.01%	156
2020 Q1	$36K	Buy	+1,112	New	+$37.5K	0.02%	200

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

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Advisors's STAA Position: Q3 2020 in Review

Fortis Advisors sold out of STAAR Surgical (STAA) in Q3 2020, closing a stake of 61 shares — an estimated $4K sold.

Fortis Advisors first reported a position in STAA in Q1 2020 and held it in 2 quarters. The position peaked at $36K in Q1 2020. 177 funds tracked by Wall St. Rank hold STAA as of Q3 2020.

Fortis Advisors reported no remaining STAAR Surgical position as of Q3 2020 after selling out during the quarter.
Fortis Advisors sold 61 STAAR Surgical shares in Q3 2020, an estimated $4K.
Fortis Advisors first reported a position in STAAR Surgical in Q1 2020 and held it in 2 quarters.
Fortis Advisors's STAAR Surgical position peaked at $36K in Q1 2020.
177 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2020.

Based on Fortis Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.