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Mascoma Wealth Management’s STAAR Surgical STAA Stock Holding History

Mascoma Wealth 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
2019
Q3 		– Sell
-1,100
Closed -$32K – 294
2019
Q2 		$32K Hold
1,100
– – 0.02% 192
2019
Q1 		$38K Buy
+1,100
New +$38.9K 0.03% 169

Other funds holding STAA

BC
Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Mascoma Wealth Management's STAA Position: Q3 2019 in Review

Mascoma Wealth Management sold out of STAAR Surgical (STAA) in Q3 2019, closing a stake of 1,100 shares — an estimated $32K sold.

Mascoma Wealth Management first reported a position in STAA in Q1 2019 and held it in 2 quarters. The position peaked at $38K in Q1 2019. 152 funds tracked by Wall St. Rank hold STAA as of Q3 2019.

  • Mascoma Wealth Management reported no remaining STAAR Surgical position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,100 STAAR Surgical shares in Q3 2019, an estimated $32K.
  • Mascoma Wealth Management first reported a position in STAAR Surgical in Q1 2019 and held it in 2 quarters.
  • Mascoma Wealth Management's STAAR Surgical position peaked at $38K in Q1 2019.
  • 152 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.