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Pathstone Family Office’s STAAR Surgical STAA Stock Holding History

Pathstone Family Office’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
Q4 		– Sell
-250
Closed -$14K – 1319
2020
Q3 		$14K Buy
+250
New +$13.5K ﹤0.01% 550

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Pathstone Family Office's STAA Position: Q4 2020 in Review

Pathstone Family Office sold out of STAAR Surgical (STAA) in Q4 2020, closing a stake of 250 shares — an estimated $14K sold.

Pathstone Family Office first reported a position in STAA in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 193 funds tracked by Wall St. Rank hold STAA as of Q4 2020.

  • Pathstone Family Office reported no remaining STAAR Surgical position as of Q4 2020 after selling out during the quarter.
  • Pathstone Family Office sold 250 STAAR Surgical shares in Q4 2020, an estimated $14K.
  • Pathstone Family Office first reported a position in STAAR Surgical in Q3 2020 and held it in 1 quarter.
  • Pathstone Family Office's STAAR Surgical position peaked at $14K in Q3 2020.
  • 193 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2020.

Based on Pathstone Family Office's 13F filing for Q4 2020, filed 16 Feb 2021.