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Sierra Summit Advisors’s STAAR Surgical STAA Stock Holding History

Sierra Summit Advisors’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
Q1 		– Sell
-10,357
Closed -$323K – 213
2023
Q4 		$323K Buy
+10,357
New +$372K 0.09% 125

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
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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sierra Summit Advisors's STAA Position: Q1 2024 in Review

Sierra Summit Advisors sold out of STAAR Surgical (STAA) in Q1 2024, closing a stake of 10,357 shares — an estimated $323K sold.

Sierra Summit Advisors first reported a position in STAA in Q4 2023 and held it in 1 quarter. The position peaked at $323K in Q4 2023. 198 funds tracked by Wall St. Rank hold STAA as of Q1 2024.

  • Sierra Summit Advisors reported no remaining STAAR Surgical position as of Q1 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 10,357 STAAR Surgical shares in Q1 2024, an estimated $323K.
  • Sierra Summit Advisors first reported a position in STAAR Surgical in Q4 2023 and held it in 1 quarter.
  • Sierra Summit Advisors's STAAR Surgical position peaked at $323K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.