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Valeo Financial Advisors’s STAAR Surgical STAA Stock Holding History

Valeo Financial 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
-3
Closed – – 2177
2020
Q4 		$0 Sell
3
-10
-77% -$732 ﹤0.01% 1836
2020
Q3 		$1K Buy
+13
New +$700 ﹤0.01% 1525

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Baillie Gifford & Co
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PAI
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State Street
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GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's STAA Position: Q1 2021 in Review

Valeo Financial Advisors sold out of STAAR Surgical (STAA) in Q1 2021, closing a stake of 3 shares.

Valeo Financial Advisors first reported a position in STAA in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 226 funds tracked by Wall St. Rank hold STAA as of Q1 2021.

  • Valeo Financial Advisors reported no remaining STAAR Surgical position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 3 STAAR Surgical shares in Q1 2021.
  • Valeo Financial Advisors first reported a position in STAAR Surgical in Q3 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's STAAR Surgical position peaked at $1K in Q3 2020.
  • 226 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.