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Next Financial Group’s STAAR Surgical STAA Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-2,948
Closed -$104K – 2387
2019
Q4 		$104K Buy
2,948
+867
+42% +$28.6K 0.01% 926
2019
Q3 		$54K Sell
2,081
-82
-4% -$2.49K 0.01% 1128
2019
Q2 		$64K Buy
2,163
+223
+11% +$6.44K 0.01% 1087
2019
Q1 		$66K Buy
+1,940
New +$68.6K 0.02% 656

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Next Financial Group's STAA Position: Q1 2020 in Review

Next Financial Group sold out of STAAR Surgical (STAA) in Q1 2020, closing a stake of 2,948 shares — an estimated $104K sold.

Next Financial Group first reported a position in STAA in Q1 2019 and held it in 4 quarters. The position peaked at $104K in Q4 2019. 160 funds tracked by Wall St. Rank hold STAA as of Q1 2020.

  • Next Financial Group reported no remaining STAAR Surgical position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 2,948 STAAR Surgical shares in Q1 2020, an estimated $104K.
  • Next Financial Group first reported a position in STAAR Surgical in Q1 2019 and held it in 4 quarters.
  • Next Financial Group's STAAR Surgical position peaked at $104K in Q4 2019.
  • 160 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.