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NewSquare Capital’s STAAR Surgical STAA Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-4
Closed -$210 – 868
2023
Q2 		$210 Hold
4
– – ﹤0.01% 757
2023
Q1 		$256 Hold
4
– – ﹤0.01% 774
2022
Q4 		$194 Buy
+4
New +$251 ﹤0.01% 735

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
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

NewSquare Capital's STAA Position: Q3 2023 in Review

NewSquare Capital sold out of STAAR Surgical (STAA) in Q3 2023, closing a stake of 4 shares — an estimated $210 sold.

NewSquare Capital first reported a position in STAA in Q4 2022 and held it in 3 quarters. The position peaked at $256 in Q1 2023. 217 funds tracked by Wall St. Rank hold STAA as of Q3 2023.

  • NewSquare Capital reported no remaining STAAR Surgical position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 4 STAAR Surgical shares in Q3 2023, an estimated $210.
  • NewSquare Capital first reported a position in STAAR Surgical in Q4 2022 and held it in 3 quarters.
  • NewSquare Capital's STAAR Surgical position peaked at $256 in Q1 2023.
  • 217 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.