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TCI Wealth Advisors’s STAAR Surgical STAA Stock Holding History

TCI 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
-83
Closed -$5.31K – 1981
2023
Q1 		$5.31K Sell
83
-108
-57% -$7.05K ﹤0.01% 1487
2022
Q4 		$9.27K Hold
191
– – ﹤0.01% 1121
2022
Q3 		$13K Hold
191
– – ﹤0.01% 880
2022
Q2 		$14K Hold
191
– – ﹤0.01% 821
2022
Q1 		$15K Buy
191
+146
+324% +$10.9K ﹤0.01% 849
2021
Q4 		$4K Sell
45
-121
-73% -$13K ﹤0.01% 1897
2021
Q3 		$21K Buy
166
+30
+22% +$4.2K ﹤0.01% 677
2021
Q2 		$21K Buy
136
+60
+79% +$7.9K ﹤0.01% 611
2021
Q1 		$8K Buy
+76
New +$7.61K ﹤0.01% 1005

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

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

TCI Wealth Advisors sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 83 shares — an estimated $5.31K sold.

TCI Wealth Advisors first reported a position in STAA in Q1 2021 and held it in 9 quarters. The position peaked at $21K in Q3 2021. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 83 STAAR Surgical shares in Q2 2023, an estimated $5.31K.
  • TCI Wealth Advisors first reported a position in STAAR Surgical in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's STAAR Surgical position peaked at $21K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.