Freestone Capital Holdings’s STAAR Surgical STAA Stock Holding History

Freestone Capital Holdings’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 Q2	–	Sell	-3,279	Closed	-$210K	–	409
2023 Q1	$210K	Buy	+3,279	New	+$214K	0.01%	329
2022 Q4	–	Sell	-3,291	Closed	-$232K	–	397
2022 Q3	$232K	Buy	3,291 +12	+0.4%	+$1.03K	0.01%	325
2022 Q2	$233K	Buy	+3,279	New	+$211K	0.01%	368

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

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

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

AIM

Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Freestone Capital Holdings's STAA Position: Q2 2023 in Review

Freestone Capital Holdings sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 3,279 shares — an estimated $210K sold.

Freestone Capital Holdings first reported a position in STAA in Q2 2022 and held it in 3 quarters. The position peaked at $233K in Q2 2022. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

Freestone Capital Holdings reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
Freestone Capital Holdings sold 3,279 STAAR Surgical shares in Q2 2023, an estimated $210K.
Freestone Capital Holdings first reported a position in STAAR Surgical in Q2 2022 and held it in 3 quarters.
Freestone Capital Holdings's STAAR Surgical position peaked at $233K in Q2 2022.
245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

Based on Freestone Capital Holdings's 13F filing for Q2 2023, filed 9 Aug 2023.