TFO Wealth Partners’s STAAR Surgical STAA Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-3	Closed	-$158	–	1076
2023 Q3	$158	Buy	+3	New	+$140	﹤0.01%	903

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TFO Wealth Partners's STAA Position: Q4 2023 in Review

TFO Wealth Partners sold out of STAAR Surgical (STAA) in Q4 2023, closing a stake of 3 shares — an estimated $158 sold.

TFO Wealth Partners first reported a position in STAA in Q3 2023 and held it in 1 quarter. The position peaked at $158 in Q3 2023. 207 funds tracked by Wall St. Rank hold STAA as of Q4 2023.

TFO Wealth Partners reported no remaining STAAR Surgical position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 3 STAAR Surgical shares in Q4 2023, an estimated $158.
TFO Wealth Partners first reported a position in STAAR Surgical in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's STAAR Surgical position peaked at $158 in Q3 2023.
207 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.