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Waypoint Capital Advisors’s STAAR Surgical STAA Stock Holding History

Waypoint Capital 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
2023
Q3 		– Sell
-47,583
Closed -$2.5M – 128
2023
Q2 		$2.5M Hold
47,583
– – 0.78% 35
2023
Q1 		$3.04M Hold
47,583
– – 0.99% 31
2022
Q4 		$2.31M Buy
+47,583
New +$2.98M 0.8% 36
2022
Q2 		– Sell
-22,583
Closed -$1.49M – 134
2022
Q1 		$1.49M Buy
+22,583
New +$1.68M 0.87% 31

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Waypoint Capital Advisors's STAA Position: Q3 2023 in Review

Waypoint Capital Advisors sold out of STAAR Surgical (STAA) in Q3 2023, closing a stake of 47,583 shares — an estimated $2.5M sold.

Waypoint Capital Advisors first reported a position in STAA in Q1 2022 and held it in 4 quarters. The position peaked at $3.04M in Q1 2023. 217 funds tracked by Wall St. Rank hold STAA as of Q3 2023.

  • Waypoint Capital Advisors reported no remaining STAAR Surgical position as of Q3 2023 after selling out during the quarter.
  • Waypoint Capital Advisors sold 47,583 STAAR Surgical shares in Q3 2023, an estimated $2.5M.
  • Waypoint Capital Advisors first reported a position in STAAR Surgical in Q1 2022 and held it in 4 quarters.
  • Waypoint Capital Advisors's STAAR Surgical position peaked at $3.04M in Q1 2023.
  • 217 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2023.

Based on Waypoint Capital Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.