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Phoenix Investment Adviser’s STAAR Surgical STAA Stock Holding History

Phoenix Investment Adviser’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
2019
Q3 		$70K Buy
2,700
+100
+4% +$3.04K 0.25% 28
2019
Q2 		$76K Buy
+2,600
New +$75.1K 0.14% 31

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 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
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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Phoenix Investment Adviser's STAA Position: Q3 2019 in Review

Phoenix Investment Adviser increased its STAAR Surgical (STAA) stake by 3.8% in Q3 2019, buying an estimated $3.04K and bringing the position to 2,700 shares worth $70K. The position accounts for 0.25% of the portfolio, ranked #28.

Phoenix Investment Adviser first reported a position in STAA in Q2 2019 and has held it in 2 quarters since. The position peaked at $76K in Q2 2019. 152 funds tracked by Wall St. Rank hold STAA as of Q3 2019.

  • Phoenix Investment Adviser held 2,700 shares of STAAR Surgical worth $70K as of Q3 2019.
  • Phoenix Investment Adviser bought 100 STAAR Surgical shares in Q3 2019, an estimated $3.04K.
  • STAAR Surgical made up 0.25% of Phoenix Investment Adviser's portfolio in Q3 2019, its #28 holding.
  • Phoenix Investment Adviser first reported a position in STAAR Surgical in Q2 2019 and has held it in 2 quarters since.
  • Phoenix Investment Adviser's STAAR Surgical position peaked at $76K in Q2 2019.
  • 152 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2019.

Based on Phoenix Investment Adviser's 13F filing for Q3 2019, filed 13 Nov 2019.