WP
STAA icon

WMS Partners’s STAAR Surgical STAA Stock Holding History

WMS 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
Q4 		– Sell
-1,682
Closed -$216K – 252
2021
Q3 		$216K Sell
1,682
-400
-19% -$56K 0.03% 250
2021
Q2 		$318K Hold
2,082
– – 0.05% 194
2021
Q1 		$219K Buy
+2,082
New +$208K 0.05% 208

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WMS Partners's STAA Position: Q4 2021 in Review

WMS Partners sold out of STAAR Surgical (STAA) in Q4 2021, closing a stake of 1,682 shares — an estimated $216K sold.

WMS Partners first reported a position in STAA in Q1 2021 and held it in 3 quarters. The position peaked at $318K in Q2 2021. 279 funds tracked by Wall St. Rank hold STAA as of Q4 2021.

  • WMS Partners reported no remaining STAAR Surgical position as of Q4 2021 after selling out during the quarter.
  • WMS Partners sold 1,682 STAAR Surgical shares in Q4 2021, an estimated $216K.
  • WMS Partners first reported a position in STAAR Surgical in Q1 2021 and held it in 3 quarters.
  • WMS Partners's STAAR Surgical position peaked at $318K in Q2 2021.
  • 279 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2021.

Based on WMS Partners's 13F filing for Q4 2021, filed 14 Feb 2022.