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Sutton Wealth Advisors’s STAAR Surgical STAA Stock Holding History

Sutton 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
Q1 		– Sell
-8
Closed -$388 – 1470
2022
Q4 		$388 Sell
8
-2
-20% -$125 ﹤0.01% 1536
2022
Q3 		$706 Buy
10
+1
+11% +$86 ﹤0.01% 1395
2022
Q2 		$638 Buy
+9
New +$580 ﹤0.01% 1402
2022
Q1 		– Sell
-6
Closed -$548 – 1713
2021
Q4 		$548 Buy
+6
New +$644 ﹤0.01% 1496

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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM

Sutton Wealth Advisors's STAA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of STAAR Surgical (STAA) in Q1 2023, closing a stake of 8 shares — an estimated $388 sold.

Sutton Wealth Advisors first reported a position in STAA in Q4 2021 and held it in 4 quarters. The position peaked at $706 in Q3 2022. 251 funds tracked by Wall St. Rank hold STAA as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining STAAR Surgical position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8 STAAR Surgical shares in Q1 2023, an estimated $388.
  • Sutton Wealth Advisors first reported a position in STAAR Surgical in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's STAAR Surgical position peaked at $706 in Q3 2022.
  • 251 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.