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JP Morgan Private Wealth Advisors’s STAAR Surgical STAA Stock Holding History

JP Morgan Private Wealth Advisors’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
-3,764
Closed -$241K – 1864
2023
Q1 		$241K Buy
+3,764
New +$246K ﹤0.01% 1759

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

JP Morgan Private Wealth Advisors's STAA Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 3,764 shares — an estimated $241K sold.

JP Morgan Private Wealth Advisors first reported a position in STAA in Q1 2023 and held it in 1 quarter. The position peaked at $241K in Q1 2023. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,764 STAAR Surgical shares in Q2 2023, an estimated $241K.
  • JP Morgan Private Wealth Advisors first reported a position in STAAR Surgical in Q1 2023 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's STAAR Surgical position peaked at $241K in Q1 2023.
  • 245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.