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Patriot Financial Group Insurance Agency’s STAAR Surgical STAA Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-22
Closed -$2K – 1761
2022
Q2 		$2K Hold
22
– – ﹤0.01% 1816
2022
Q1 		$2K Buy
+22
New +$1.64K ﹤0.01% 1885

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Baillie Gifford & Co
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
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GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's STAA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of STAAR Surgical (STAA) in Q3 2022, closing a stake of 22 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in STAA in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 305 funds tracked by Wall St. Rank hold STAA as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining STAAR Surgical position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 22 STAAR Surgical shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in STAAR Surgical in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's STAAR Surgical position peaked at $2K in Q2 2022.
  • 305 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.