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Glassman Wealth Services’s STAAR Surgical STAA Stock Holding History

Glassman Wealth Services’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
2022
Q1 		– Sell
-35
Closed -$3K – 1934
2021
Q4 		$3K Buy
35
+6
+21% +$644 ﹤0.01% 1136
2021
Q3 		$4K Hold
29
– – ﹤0.01% 1033
2021
Q2 		$4K Hold
29
– – ﹤0.01% 1003
2021
Q1 		$3K Buy
+29
New +$2.9K ﹤0.01% 1021

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Glassman Wealth Services's STAA Position: Q1 2022 in Review

Glassman Wealth Services sold out of STAAR Surgical (STAA) in Q1 2022, closing a stake of 35 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in STAA in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 270 funds tracked by Wall St. Rank hold STAA as of Q1 2022.

  • Glassman Wealth Services reported no remaining STAAR Surgical position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 35 STAAR Surgical shares in Q1 2022, an estimated $3K.
  • Glassman Wealth Services first reported a position in STAAR Surgical in Q1 2021 and held it in 4 quarters.
  • Glassman Wealth Services's STAAR Surgical position peaked at $4K in Q3 2021.
  • 270 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.