Wealthcare Advisory Partners’s STAAR Surgical STAA Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-150	Closed	-$16K	–	1698
2021 Q1	$16K	Buy	+150	New	+$15K	﹤0.01%	1302
2020 Q2	–	Sell	-150	Closed	-$5K	–	1213
2020 Q1	$5K	Hold	150	–	–	﹤0.01%	1121
2019 Q4	$5K	Hold	150	–	–	﹤0.01%	1116
2019 Q3	$4K	Hold	150	–	–	﹤0.01%	1118
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	1113
2019 Q1	$5K	Hold	150	–	–	﹤0.01%	978
2018 Q4	$5K	Sell	150 -250	-63%	-$9.74K	﹤0.01%	947
2018 Q3	$19K	Hold	400	–	–	﹤0.01%	693
2018 Q2	$12K	Hold	400	–	–	﹤0.01%	791
2018 Q1	$6K	Hold	400	–	–	﹤0.01%	811
2017 Q4	$6K	Hold	400	–	–	﹤0.01%	764
2017 Q3	$5K	Buy	+400	New	+$4.46K	﹤0.01%	658

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Advisory Partners's STAA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of STAAR Surgical (STAA) in Q2 2021, closing a stake of 150 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in STAA in Q3 2017 and held it in 12 quarters. The position peaked at $19K in Q3 2018. 282 funds tracked by Wall St. Rank hold STAA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining STAAR Surgical position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 150 STAAR Surgical shares in Q2 2021, an estimated $16K.
Wealthcare Advisory Partners first reported a position in STAAR Surgical in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's STAAR Surgical position peaked at $19K in Q3 2018.
282 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.