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Gladstone Institutional Advisory’s STAAR Surgical STAA Stock Holding History

Gladstone Institutional Advisory’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
-8,132
Closed -$500K – 300
2020
Q2 		$500K Buy
+8,132
New +$332K 0.13% 130

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
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Baillie Gifford & Co
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
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
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gladstone Institutional Advisory's STAA Position: Q3 2020 in Review

Gladstone Institutional Advisory sold out of STAAR Surgical (STAA) in Q3 2020, closing a stake of 8,132 shares — an estimated $500K sold.

Gladstone Institutional Advisory first reported a position in STAA in Q2 2020 and held it in 1 quarter. The position peaked at $500K in Q2 2020. 177 funds tracked by Wall St. Rank hold STAA as of Q3 2020.

  • Gladstone Institutional Advisory reported no remaining STAAR Surgical position as of Q3 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 8,132 STAAR Surgical shares in Q3 2020, an estimated $500K.
  • Gladstone Institutional Advisory first reported a position in STAAR Surgical in Q2 2020 and held it in 1 quarter.
  • Gladstone Institutional Advisory's STAAR Surgical position peaked at $500K in Q2 2020.
  • 177 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.