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Sightline Wealth Advisors’s STAAR Surgical STAA Stock Holding History

Sightline Wealth 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
2023
Q2 		– Sell
-3,250
Closed -$208K – 63
2023
Q1 		$208K Buy
+3,250
New +$212K 0.21% 51
2022
Q1 		– Sell
-2,400
Closed -$218K – 58
2021
Q4 		$218K Buy
+2,400
New +$257K 0.2% 49

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

Sightline Wealth Advisors's STAA Position: Q2 2023 in Review

Sightline Wealth Advisors sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 3,250 shares — an estimated $208K sold.

Sightline Wealth Advisors first reported a position in STAA in Q4 2021 and held it in 2 quarters. The position peaked at $218K in Q4 2021. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

  • Sightline Wealth Advisors reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
  • Sightline Wealth Advisors sold 3,250 STAAR Surgical shares in Q2 2023, an estimated $208K.
  • Sightline Wealth Advisors first reported a position in STAAR Surgical in Q4 2021 and held it in 2 quarters.
  • Sightline Wealth Advisors's STAAR Surgical position peaked at $218K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

Based on Sightline Wealth Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.