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

Private 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
2024
Q4 		– Sell
-14
Closed -$521 – 1563
2024
Q3 		$521 Sell
14
-65
-82% -$2.42K ﹤0.01% 1417
2024
Q2 		$3.76K Buy
79
+65
+464% +$2.85K ﹤0.01% 824
2024
Q1 		$536 Buy
+14
New +$455 ﹤0.01% 1433

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Private Wealth Management Group's STAA Position: Q4 2024 in Review

Private Wealth Management Group sold out of STAAR Surgical (STAA) in Q4 2024, closing a stake of 14 shares — an estimated $521 sold.

Private Wealth Management Group first reported a position in STAA in Q1 2024 and held it in 3 quarters. The position peaked at $3.76K in Q2 2024. 212 funds tracked by Wall St. Rank hold STAA as of Q4 2024.

  • Private Wealth Management Group reported no remaining STAAR Surgical position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 14 STAAR Surgical shares in Q4 2024, an estimated $521.
  • Private Wealth Management Group first reported a position in STAAR Surgical in Q1 2024 and held it in 3 quarters.
  • Private Wealth Management Group's STAAR Surgical position peaked at $3.76K in Q2 2024.
  • 212 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.