QPW
STAA icon

Quantum Private Wealth’s STAAR Surgical STAA Stock Holding History

Quantum Private Wealth’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
Q2 		– Sell
-4,550
Closed -$291K – 194
2023
Q1 		$291K Sell
4,550
-784
-15% -$51.2K 0.16% 136
2022
Q4 		$259K Sell
5,334
-2,175
-29% -$136K 0.16% 141
2022
Q3 		$529K Buy
7,509
+22
+0.3% +$1.88K 0.33% 80
2022
Q2 		$531K Buy
7,487
+1,718
+30% +$111K 0.31% 75
2022
Q1 		$461K Buy
5,769
+168
+3% +$12.5K 0.2% 109
2021
Q4 		$511K Buy
+5,601
New +$601K 0.19% 108

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

Quantum Private Wealth's STAA Position: Q2 2023 in Review

Quantum Private Wealth sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 4,550 shares — an estimated $291K sold.

Quantum Private Wealth first reported a position in STAA in Q4 2021 and held it in 6 quarters. The position peaked at $531K in Q2 2022. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

  • Quantum Private Wealth reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
  • Quantum Private Wealth sold 4,550 STAAR Surgical shares in Q2 2023, an estimated $291K.
  • Quantum Private Wealth first reported a position in STAAR Surgical in Q4 2021 and held it in 6 quarters.
  • Quantum Private Wealth's STAAR Surgical position peaked at $531K in Q2 2022.
  • 245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

Based on Quantum Private Wealth's 13F filing for Q2 2023, filed 27 Jul 2023.