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Wipfli Financial Advisors’s STAAR Surgical STAA Stock Holding History

Wipfli 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
2022
Q3 		$79K Buy
+1,121
New +$95.9K 0.01% 844

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
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
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
EFM
E Fund Management Guangzhou, China $3.37B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wipfli Financial Advisors's STAA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in STAAR Surgical (STAA) in Q3 2022: 1,121 shares worth $79K. The stake represents 0.01% of the portfolio and ranks #844 among its holdings.

304 funds tracked by Wall St. Rank hold STAA as of Q3 2022.

  • Wipfli Financial Advisors held 1,121 shares of STAAR Surgical worth $79K as of Q3 2022.
  • STAAR Surgical was a new Wipfli Financial Advisors position in Q3 2022.
  • STAAR Surgical made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #844 holding.
  • 304 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.