Level Four Advisory Services’s STAAR Surgical STAA Stock Holding History

Level Four Advisory 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 Q4	–	Sell	-7,886	Closed	-$556K	–	714
2022 Q3	$556K	Buy	+7,886	New	+$675K	0.05%	295

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Level Four Advisory Services's STAA Position: Q4 2022 in Review

Level Four Advisory Services sold out of STAAR Surgical (STAA) in Q4 2022, closing a stake of 7,886 shares — an estimated $556K sold.

Level Four Advisory Services first reported a position in STAA in Q3 2022 and held it in 1 quarter. The position peaked at $556K in Q3 2022. 275 funds tracked by Wall St. Rank hold STAA as of Q4 2022.

Level Four Advisory Services reported no remaining STAAR Surgical position as of Q4 2022 after selling out during the quarter.
Level Four Advisory Services sold 7,886 STAAR Surgical shares in Q4 2022, an estimated $556K.
Level Four Advisory Services first reported a position in STAAR Surgical in Q3 2022 and held it in 1 quarter.
Level Four Advisory Services's STAAR Surgical position peaked at $556K in Q3 2022.
275 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2022.

Based on Level Four Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.