BWM
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Baystate Wealth Management’s Coherent COHR Stock Holding History

Baystate 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
Q4 		$76 Buy
+1
New +$36 ﹤0.01% 1300
2022
Q2 		– Sell
-60
Closed -$4K – 906
2022
Q1 		$4K Buy
+60
New +$4.08K ﹤0.01% 669

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FFM
FengHe Fund Management Singapore $724M AUM 196.18% 1-Year Est. Return

Baystate Wealth Management's COHR Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Coherent (COHR) in Q4 2023: 1 share worth $76. The stake represents ﹤0.01% of the portfolio and ranks #1300 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in COHR as recently as Q1 2022.

Baystate Wealth Management first reported a position in COHR in Q1 2022 and has held it in 2 quarters since. The position peaked at $4K in Q1 2022. 406 funds tracked by Wall St. Rank hold COHR as of Q4 2023.

  • Baystate Wealth Management held 1 share of Coherent worth $76 as of Q4 2023.
  • Coherent was a new Baystate Wealth Management position in Q4 2023.
  • Coherent made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1300 holding.
  • Baystate Wealth Management first reported a position in Coherent in Q1 2022 and has held it in 2 quarters since.
  • Baystate Wealth Management's Coherent position peaked at $4K in Q1 2022.
  • 406 funds tracked by Wall St. Rank held Coherent as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.