BCWM
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Bartlett & Co Wealth Management’s Coherent COHR Stock Holding History

Bartlett & Co 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
2026
Q1 		$10.6K Buy
+32
New +$7.33K ﹤0.01% 917
2023
Q2 		– Sell
-273
Closed -$10.4K – 1157
2023
Q1 		$10.4K Hold
273
– – ﹤0.01% 817
2022
Q4 		$9.58K Hold
273
– – ﹤0.01% 835
2022
Q3 		$9.51K Buy
273
+102
+60% +$4.88K ﹤0.01% 832
2022
Q2 		$8.71K Sell
171
-172
-50% -$10.5K ﹤0.01% 894
2022
Q1 		$24.9K Buy
+343
New +$23.3K ﹤0.01% 698
2021
Q3 		– Sell
-6
Closed -$436 – 962
2021
Q2 		$436 Hold
6
– – ﹤0.01% 1039
2021
Q1 		$410 Hold
6
– – ﹤0.01% 1068
2020
Q4 		$456 Buy
+6
New +$356 ﹤0.01% 1159

Other funds holding COHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return