BerganKDV Wealth Management’s Coherent COHR Stock Holding History

BerganKDV 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 Q2	$36.7K	Hold	720	–	–	﹤0.01%	414
2023 Q1	$27.4K	Hold	720	–	–	﹤0.01%	472
2022 Q4	$25.3K	Hold	720	–	–	﹤0.01%	463
2022 Q3	$25K	Hold	720	–	–	﹤0.01%	459
2022 Q2	$37K	Hold	720	–	–	﹤0.01%	418
2022 Q1	$52K	Hold	720	–	–	0.01%	393
2021 Q4	$49K	Hold	720	–	–	0.01%	424
2021 Q3	$43K	Sell	720 -25	-3%	-$1.63K	﹤0.01%	418
2021 Q2	$54K	Hold	745	–	–	0.01%	377
2021 Q1	$51K	Hold	745	–	–	0.01%	367
2020 Q4	$57K	Buy	745 +720	+2,880%	+$42.7K	0.01%	336
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	777
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	835
2020 Q1	$1K	Buy	+25	New	+$812	﹤0.01%	803

Other funds holding COHR

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BerganKDV Wealth Management's COHR Position: Q2 2023 in Review

BerganKDV Wealth Management held its Coherent (COHR) position steady in Q2 2023 at 720 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

BerganKDV Wealth Management first reported a position in COHR in Q1 2020 and has held it in 14 quarters since. The position peaked at $57K in Q4 2020. 410 funds tracked by Wall St. Rank hold COHR as of Q2 2023.

BerganKDV Wealth Management held 720 shares of Coherent worth $36.7K as of Q2 2023.
BerganKDV Wealth Management left its Coherent share count unchanged in Q2 2023.
Coherent made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #414 holding.
BerganKDV Wealth Management first reported a position in Coherent in Q1 2020 and has held it in 14 quarters since.
BerganKDV Wealth Management's Coherent position peaked at $57K in Q4 2020.
410 funds tracked by Wall St. Rank held Coherent as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.