AWM
COHR

AE Wealth Management’s Coherent Inc COHR Stock Holding History

AE 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
2021
Q1 		– Sell
-9,432
Closed -$1.42M – 1597
2020
Q4 		$1.42M Buy
9,432
+84
+0.9% +$10.8K 0.02% 598
2020
Q3 		$1.04M Buy
9,348
+37
+0.4% +$4.48K 0.01% 624
2020
Q2 		$1.22M Sell
9,311
-42
-0.4% -$5.5K 0.02% 557
2020
Q1 		$995K Buy
9,353
+295
+3% +$41.3K 0.02% 488
2019
Q4 		$1.51M Sell
9,058
-92
-1% -$14.2K 0.03% 427
2019
Q3 		$1.41M Buy
9,150
+38
+0.4% +$5.49K 0.04% 350
2019
Q2 		$1.24M Buy
+9,112
New +$1.23M 0.04% 346

Other funds holding COHR

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's COHR Position: Q1 2021 in Review

AE Wealth Management sold out of Coherent Inc (COHR) in Q1 2021, closing a stake of 9,432 shares — an estimated $1.42M sold.

AE Wealth Management first reported a position in COHR in Q2 2019 and held it in 7 quarters. The position peaked at $1.51M in Q4 2019. 297 funds tracked by Wall St. Rank hold COHR as of Q1 2021.

  • AE Wealth Management reported no remaining Coherent Inc position as of Q1 2021 after selling out during the quarter.
  • AE Wealth Management sold 9,432 Coherent Inc shares in Q1 2021, an estimated $1.42M.
  • AE Wealth Management first reported a position in Coherent Inc in Q2 2019 and held it in 7 quarters.
  • AE Wealth Management's Coherent Inc position peaked at $1.51M in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Coherent Inc as of Q1 2021.

Based on AE Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.