SWS
STAA icon

SYSTM Wealth Solutions’s STAAR Surgical STAA Stock Holding History

SYSTM Wealth Solutions’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
-25
Closed -$957 – 932
2024
Q1 		$957 Hold
25
– – ﹤0.01% 953
2023
Q4 		$781 Buy
+25
New +$898 ﹤0.01% 992

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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

SYSTM Wealth Solutions's STAA Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of STAAR Surgical (STAA) in Q2 2024, closing a stake of 25 shares — an estimated $957 sold.

SYSTM Wealth Solutions first reported a position in STAA in Q4 2023 and held it in 2 quarters. The position peaked at $957 in Q1 2024. 223 funds tracked by Wall St. Rank hold STAA as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining STAAR Surgical position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 25 STAAR Surgical shares in Q2 2024, an estimated $957.
  • SYSTM Wealth Solutions first reported a position in STAAR Surgical in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's STAAR Surgical position peaked at $957 in Q1 2024.
  • 223 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.