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Prestige Wealth Management Group’s STAAR Surgical STAA Stock Holding History

Prestige Wealth Management Group’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
2023
Q3 		– Sell
-18
Closed -$947 – 1084
2023
Q2 		$947 Hold
18
– – ﹤0.01% 917
2023
Q1 		$1.15K Hold
18
– – ﹤0.01% 868
2022
Q4 		$874 Hold
18
– – ﹤0.01% 998
2022
Q3 		$1K Hold
18
– – ﹤0.01% 916
2022
Q2 		$1K Buy
+18
New +$1.16K ﹤0.01% 920

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Prestige Wealth Management Group's STAA Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of STAAR Surgical (STAA) in Q3 2023, closing a stake of 18 shares — an estimated $947 sold.

Prestige Wealth Management Group first reported a position in STAA in Q2 2022 and held it in 5 quarters. The position peaked at $1.15K in Q1 2023. 217 funds tracked by Wall St. Rank hold STAA as of Q3 2023.

  • Prestige Wealth Management Group reported no remaining STAAR Surgical position as of Q3 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 18 STAAR Surgical shares in Q3 2023, an estimated $947.
  • Prestige Wealth Management Group first reported a position in STAAR Surgical in Q2 2022 and held it in 5 quarters.
  • Prestige Wealth Management Group's STAAR Surgical position peaked at $1.15K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.