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Riverview Trust Company’s STAAR Surgical STAA Stock Holding History

Riverview Trust Company’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
-243
Closed -$15.5K – 743
2023
Q1 		$15.5K Hold
243
– – 0.01% 455
2022
Q4 		$12K Hold
243
– – 0.01% 634
2022
Q3 		$17K Hold
243
– – 0.02% 399
2022
Q2 		$17K Buy
+243
New +$15.7K 0.01% 447

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

Riverview Trust Company's STAA Position: Q2 2023 in Review

Riverview Trust Company sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 243 shares — an estimated $15.5K sold.

Riverview Trust Company first reported a position in STAA in Q2 2022 and held it in 4 quarters. The position peaked at $17K in Q3 2022. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

  • Riverview Trust Company reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 243 STAAR Surgical shares in Q2 2023, an estimated $15.5K.
  • Riverview Trust Company first reported a position in STAAR Surgical in Q2 2022 and held it in 4 quarters.
  • Riverview Trust Company's STAAR Surgical position peaked at $17K in Q3 2022.
  • 245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.