IFG
STAA icon

Independent Financial Group’s STAAR Surgical STAA Stock Holding History

Independent Financial Group’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
2021
Q2 		– Sell
-2,031
Closed -$214K – 733
2021
Q1 		$214K Buy
+2,031
New +$203K 0.03% 577

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Financial Group's STAA Position: Q2 2021 in Review

Independent Financial Group sold out of STAAR Surgical (STAA) in Q2 2021, closing a stake of 2,031 shares — an estimated $214K sold.

Independent Financial Group first reported a position in STAA in Q1 2021 and held it in 1 quarter. The position peaked at $214K in Q1 2021. 282 funds tracked by Wall St. Rank hold STAA as of Q2 2021.

  • Independent Financial Group reported no remaining STAAR Surgical position as of Q2 2021 after selling out during the quarter.
  • Independent Financial Group sold 2,031 STAAR Surgical shares in Q2 2021, an estimated $214K.
  • Independent Financial Group first reported a position in STAAR Surgical in Q1 2021 and held it in 1 quarter.
  • Independent Financial Group's STAAR Surgical position peaked at $214K in Q1 2021.
  • 282 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2021.

Based on Independent Financial Group's 13F filing for Q2 2021, filed 15 Jun 2026.