Avior Wealth Management’s Coherent Inc COHR Stock Holding History

Avior 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
2019 Q4	–	Sell	-1,610	Closed	-$246K	–	894
2019 Q3	$246K	Hold	1,610	–	–	0.04%	339
2019 Q2	$220K	Buy	1,610 +1,560	+3,120%	+$211K	0.04%	347
2019 Q1	$7K	Hold	50	–	–	﹤0.01%	559
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	622
2018 Q3	$9K	Hold	50	–	–	﹤0.01%	594
2018 Q2	$8K	Sell	50 -867	-95%	-$147K	﹤0.01%	613
2018 Q1	$172K	Buy	917 +167	+22%	+$40.3K	0.04%	350
2017 Q4	$212K	Buy	750 +700	+1,400%	+$195K	0.05%	318
2017 Q3	$12K	Hold	50	–	–	﹤0.01%	321
2017 Q2	$11K	Hold	50	–	–	﹤0.01%	306
2017 Q1	$10K	Buy	+50	New	+$8.74K	﹤0.01%	353

Other funds holding COHR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avior Wealth Management's COHR Position: Q4 2019 in Review

Avior Wealth Management sold out of Coherent Inc (COHR) in Q4 2019, closing a stake of 1,610 shares — an estimated $246K sold.

Avior Wealth Management first reported a position in COHR in Q1 2017 and held it in 11 quarters. The position peaked at $246K in Q3 2019. 281 funds tracked by Wall St. Rank hold COHR as of Q4 2019.

Avior Wealth Management reported no remaining Coherent Inc position as of Q4 2019 after selling out during the quarter.
Avior Wealth Management sold 1,610 Coherent Inc shares in Q4 2019, an estimated $246K.
Avior Wealth Management first reported a position in Coherent Inc in Q1 2017 and held it in 11 quarters.
Avior Wealth Management's Coherent Inc position peaked at $246K in Q3 2019.
281 funds tracked by Wall St. Rank held Coherent Inc as of Q4 2019.

Based on Avior Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.