Perigon Wealth Management’s STAAR Surgical STAA Stock Holding History

Perigon Wealth Management’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
2024 Q3	–	Sell	-8,295	Closed	-$395K	–	1031
2024 Q2	$395K	Sell	8,295 -291	-3%	-$12.8K	0.01%	599
2024 Q1	$329K	Buy	8,586 +1,298	+18%	+$42.2K	0.01%	661
2023 Q4	$227K	Buy	7,288 +703	+11%	+$25.3K	0.01%	752
2023 Q3	$265K	Buy	+6,585	New	+$308K	0.01%	636
2023 Q2	–	Sell	-3,346	Closed	-$214K	–	805
2023 Q1	$214K	Buy	+3,346	New	+$218K	0.01%	651
2022 Q4	–	Sell	-3,370	Closed	-$238K	–	714
2022 Q3	$238K	Buy	+3,370	New	+$288K	0.02%	488
2021 Q1	–	Sell	-266	Closed	-$21K	–	959
2020 Q4	$21K	Buy	+266	New	+$19.5K	﹤0.01%	1027

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perigon Wealth Management's STAA Position: Q3 2024 in Review

Perigon Wealth Management sold out of STAAR Surgical (STAA) in Q3 2024, closing a stake of 8,295 shares — an estimated $395K sold.

Perigon Wealth Management first reported a position in STAA in Q4 2020 and held it in 7 quarters. The position peaked at $395K in Q2 2024. 236 funds tracked by Wall St. Rank hold STAA as of Q3 2024.

Perigon Wealth Management reported no remaining STAAR Surgical position as of Q3 2024 after selling out during the quarter.
Perigon Wealth Management sold 8,295 STAAR Surgical shares in Q3 2024, an estimated $395K.
Perigon Wealth Management first reported a position in STAAR Surgical in Q4 2020 and held it in 7 quarters.
Perigon Wealth Management's STAAR Surgical position peaked at $395K in Q2 2024.
236 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2024.

Based on Perigon Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.