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Wealthspire Advisors (Maryland)’s STAAR Surgical STAA Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q1 		– Sell
-1,000
Closed -$16K – 2631
2017
Q4 		$16K Hold
1,000
– – ﹤0.01% 1408
2017
Q3 		$12K Hold
1,000
– – ﹤0.01% 1521
2017
Q2 		$11K Hold
1,000
– – ﹤0.01% 1501
2017
Q1 		$10K Hold
1,000
– – ﹤0.01% 1349
2016
Q4 		$11K Hold
1,000
– – ﹤0.01% 1204
2016
Q3 		$9K Hold
1,000
– – ﹤0.01% 1272
2016
Q2 		$6K Hold
1,000
– – ﹤0.01% 1309
2016
Q1 		$7K Hold
1,000
– – ﹤0.01% 1263
2015
Q4 		$7K Buy
+1,000
New +$8.1K ﹤0.01% 1280

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STAA Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of STAAR Surgical (STAA) in Q1 2018, closing a stake of 1,000 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in STAA in Q4 2015 and held it in 9 quarters. The position peaked at $16K in Q4 2017. 101 funds tracked by Wall St. Rank hold STAA as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining STAAR Surgical position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,000 STAAR Surgical shares in Q1 2018, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in STAAR Surgical in Q4 2015 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s STAAR Surgical position peaked at $16K in Q4 2017.
  • 101 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.