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Institutional & Family Asset Management’s STAAR Surgical STAA Stock Holding History

Institutional & Family Asset Management’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
-6
Closed -$384 – 788
2023
Q1 		$384 Hold
6
– – ﹤0.01% 690
2022
Q4 		$291 Hold
6
– – ﹤0.01% 688
2022
Q3 		$0 Hold
6
– – ﹤0.01% 769
2022
Q2 		$0 Hold
6
– – ﹤0.01% 787
2022
Q1 		$0 Buy
6
+3
+100% +$223 ﹤0.01% 836
2021
Q4 		$0 Sell
3
-3
-50% -$322 ﹤0.01% 917
2021
Q3 		$1K Sell
6
-4
-40% -$560 ﹤0.01% 876
2021
Q2 		$2K Buy
+10
New +$1.32K ﹤0.01% 842

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
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

Institutional & Family Asset Management's STAA Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 6 shares — an estimated $384 sold.

Institutional & Family Asset Management first reported a position in STAA in Q2 2021 and held it in 8 quarters. The position peaked at $2K in Q2 2021. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

  • Institutional & Family Asset Management reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 6 STAAR Surgical shares in Q2 2023, an estimated $384.
  • Institutional & Family Asset Management first reported a position in STAAR Surgical in Q2 2021 and held it in 8 quarters.
  • Institutional & Family Asset Management's STAAR Surgical position peaked at $2K in Q2 2021.
  • 245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.