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PFG Private Wealth Management’s STAAR Surgical STAA Stock Holding History

PFG Private 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
2025
Q1 		– Sell
-7
Closed -$170 – 300
2024
Q4 		$170 Hold
7
– – ﹤0.01% 229
2024
Q3 		$260 Hold
7
– – ﹤0.01% 225
2024
Q2 		$333 Hold
7
– – ﹤0.01% 224
2024
Q1 		$268 Hold
7
– – ﹤0.01% 213
2023
Q4 		$218 Hold
7
– – ﹤0.01% 225
2023
Q3 		$281 Buy
+7
New +$328 ﹤0.01% 274

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
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

PFG Private Wealth Management's STAA Position: Q1 2025 in Review

PFG Private Wealth Management sold out of STAAR Surgical (STAA) in Q1 2025, closing a stake of 7 shares — an estimated $170 sold.

PFG Private Wealth Management first reported a position in STAA in Q3 2023 and held it in 6 quarters. The position peaked at $333 in Q2 2024. 185 funds tracked by Wall St. Rank hold STAA as of Q1 2025.

  • PFG Private Wealth Management reported no remaining STAAR Surgical position as of Q1 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 7 STAAR Surgical shares in Q1 2025, an estimated $170.
  • PFG Private Wealth Management first reported a position in STAAR Surgical in Q3 2023 and held it in 6 quarters.
  • PFG Private Wealth Management's STAAR Surgical position peaked at $333 in Q2 2024.
  • 185 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.