Tradition Wealth Management’s STAAR Surgical STAA Stock Holding History

Tradition Wealth Management’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
2021 Q1	–	Sell	-1	Closed	–	–	1003
2020 Q4	$0	Buy	+1	New	+$73	﹤0.01%	1072

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

PAI

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

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

GCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tradition Wealth Management's STAA Position: Q1 2021 in Review

Tradition Wealth Management sold out of STAAR Surgical (STAA) in Q1 2021, closing a stake of 1 share.

Tradition Wealth Management first reported a position in STAA in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 226 funds tracked by Wall St. Rank hold STAA as of Q1 2021.

Tradition Wealth Management reported no remaining STAAR Surgical position as of Q1 2021 after selling out during the quarter.
Tradition Wealth Management sold 1 STAAR Surgical share in Q1 2021.
Tradition Wealth Management first reported a position in STAAR Surgical in Q4 2020 and held it in 1 quarter.
Tradition Wealth Management's STAAR Surgical position peaked at $0 in Q4 2020.
226 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.