NewEdge Advisors’s STAAR Surgical STAA Stock Holding History

NewEdge 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 Q1	–	Sell	-364	Closed	-$17.7K	–	4072
2022 Q4	$17.7K	Buy	+364	New	+$22.8K	﹤0.01%	2162

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

AIM

Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 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

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

NewEdge Advisors's STAA Position: Q1 2023 in Review

NewEdge Advisors sold out of STAAR Surgical (STAA) in Q1 2023, closing a stake of 364 shares — an estimated $17.7K sold.

NewEdge Advisors first reported a position in STAA in Q4 2022 and held it in 1 quarter. The position peaked at $17.7K in Q4 2022. 251 funds tracked by Wall St. Rank hold STAA as of Q1 2023.

NewEdge Advisors reported no remaining STAAR Surgical position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 364 STAAR Surgical shares in Q1 2023, an estimated $17.7K.
NewEdge Advisors first reported a position in STAAR Surgical in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's STAAR Surgical position peaked at $17.7K in Q4 2022.
251 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.