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Summit Securities Group’s STAAR Surgical STAA Stock Holding History

Summit Securities 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
Q2 		– Sell
-209
Closed -$8K – 780
2024
Q1 		$8K Buy
+209
New +$6.79K ﹤0.01% 357
2023
Q4 		– Sell
-730
Closed -$29K – 896
2023
Q3 		$29K Buy
+730
New +$34.2K ﹤0.01% 333

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
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Securities Group's STAA Position: Q2 2024 in Review

Summit Securities Group sold out of STAAR Surgical (STAA) in Q2 2024, closing a stake of 209 shares — an estimated $8K sold.

Summit Securities Group first reported a position in STAA in Q3 2023 and held it in 2 quarters. The position peaked at $29K in Q3 2023. 223 funds tracked by Wall St. Rank hold STAA as of Q2 2024.

  • Summit Securities Group reported no remaining STAAR Surgical position as of Q2 2024 after selling out during the quarter.
  • Summit Securities Group sold 209 STAAR Surgical shares in Q2 2024, an estimated $8K.
  • Summit Securities Group first reported a position in STAAR Surgical in Q3 2023 and held it in 2 quarters.
  • Summit Securities Group's STAAR Surgical position peaked at $29K in Q3 2023.
  • 223 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2024.

Based on Summit Securities Group's 13F filing for Q2 2024, filed 26 Jul 2024.