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Avitas Wealth Management’s Coherent COHR Stock Holding History

Avitas 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
2024
Q4 		$313K Sell
3,309
-90
-3% -$9.01K 0.04% 175
2024
Q3 		$302K Sell
3,399
-250
-7% -$18.7K 0.04% 185
2024
Q2 		$264K Buy
+3,649
New +$219K 0.04% 196

Other funds holding COHR

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's COHR Position: Q4 2024 in Review

Avitas Wealth Management reduced its Coherent (COHR) stake by 2.6% in Q4 2024, selling an estimated $9.01K and leaving 3,309 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #175.

Avitas Wealth Management first reported a position in COHR in Q2 2024 and has held it in 3 quarters since. 629 funds tracked by Wall St. Rank hold COHR as of Q4 2024.

  • Avitas Wealth Management held 3,309 shares of Coherent worth $313K as of Q4 2024.
  • Avitas Wealth Management sold 90 Coherent shares in Q4 2024, an estimated $9.01K.
  • Coherent made up 0.04% of Avitas Wealth Management's portfolio in Q4 2024, its #175 holding.
  • Avitas Wealth Management first reported a position in Coherent in Q2 2024 and has held it in 3 quarters since.
  • 629 funds tracked by Wall St. Rank held Coherent as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.