TRUE Private Wealth Advisors’s STAAR Surgical STAA Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-200	Closed	-$15K	–	630
2020 Q4	$15K	Hold	200	–	–	﹤0.01%	496
2020 Q3	$11K	Sell	200 -300	-60%	-$16.2K	﹤0.01%	488
2020 Q2	$30K	Sell	500 -600	-55%	-$24.5K	0.01%	376
2020 Q1	$35K	Sell	1,100 -150	-12%	-$5.05K	0.01%	320
2019 Q4	$43K	Buy	+1,250	New	+$41.2K	0.01%	387
2019 Q3	–	Sell	-1,250	Closed	-$36K	–	641
2019 Q2	$36K	Buy	+1,250	New	+$36.1K	0.01%	383
2018 Q4	–	Sell	-1,250	Closed	-$60K	–	826
2018 Q3	$60K	Buy	+1,250	New	+$51.2K	0.01%	438

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

TRUE Private Wealth Advisors's STAA Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of STAAR Surgical (STAA) in Q1 2021, closing a stake of 200 shares — an estimated $15K sold.

TRUE Private Wealth Advisors first reported a position in STAA in Q3 2018 and held it in 7 quarters. The position peaked at $60K in Q3 2018. 226 funds tracked by Wall St. Rank hold STAA as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining STAAR Surgical position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 200 STAAR Surgical shares in Q1 2021, an estimated $15K.
TRUE Private Wealth Advisors first reported a position in STAAR Surgical in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's STAAR Surgical position peaked at $60K in Q3 2018.
226 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.