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Accel Wealth Management’s Coherent COHR Stock Holding History

Accel Wealth Management’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-146
Closed -$5.56K – 295
2023
Q1 		$5.56K Hold
146
– – ﹤0.01% 994
2022
Q4 		$5.13K Hold
146
– – ﹤0.01% 809
2022
Q3 		$6K Buy
146
+145
+14,500% +$6.94K ﹤0.01% 812
2022
Q2 		$0 Buy
+1
New +$61 ﹤0.01% 1027

Other funds holding COHR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accel Wealth Management's COHR Position: Q2 2023 in Review

Accel Wealth Management sold out of Coherent (COHR) in Q2 2023, closing a stake of 146 shares — an estimated $5.56K sold.

Accel Wealth Management first reported a position in COHR in Q2 2022 and held it in 4 quarters. The position peaked at $6K in Q3 2022. 410 funds tracked by Wall St. Rank hold COHR as of Q2 2023.

  • Accel Wealth Management reported no remaining Coherent position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 146 Coherent shares in Q2 2023, an estimated $5.56K.
  • Accel Wealth Management first reported a position in Coherent in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's Coherent position peaked at $6K in Q3 2022.
  • 410 funds tracked by Wall St. Rank held Coherent as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.