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Tilia Fiduciary Partners’s STAAR Surgical STAA Stock Holding History

Tilia Fiduciary 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
Q3 		– Sell
-22
Closed -$1.16K – 434
2023
Q2 		$1.16K Hold
22
– – ﹤0.01% 493
2023
Q1 		$1.41K Hold
22
– – ﹤0.01% 476
2022
Q4 		$1.07K Buy
+22
New +$1.38K ﹤0.01% 473

Other funds holding STAA

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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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Tilia Fiduciary Partners's STAA Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of STAAR Surgical (STAA) in Q3 2023, closing a stake of 22 shares — an estimated $1.16K sold.

Tilia Fiduciary Partners first reported a position in STAA in Q4 2022 and held it in 3 quarters. The position peaked at $1.41K in Q1 2023. 217 funds tracked by Wall St. Rank hold STAA as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining STAAR Surgical position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 22 STAAR Surgical shares in Q3 2023, an estimated $1.16K.
  • Tilia Fiduciary Partners first reported a position in STAAR Surgical in Q4 2022 and held it in 3 quarters.
  • Tilia Fiduciary Partners's STAAR Surgical position peaked at $1.41K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.