BWM
COHR

BerganKDV Wealth Management’s Coherent Inc 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
2020
Q2 		– Sell
-16
Closed -$2K – 1128
2020
Q1 		$2K Hold
16
– – ﹤0.01% 769
2019
Q4 		$3K Buy
+16
New +$2.48K ﹤0.01% 737

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BerganKDV Wealth Management's COHR Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Coherent Inc (COHR) in Q2 2020, closing a stake of 16 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in COHR in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 254 funds tracked by Wall St. Rank hold COHR as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Coherent Inc position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 16 Coherent Inc shares in Q2 2020, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Coherent Inc in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Coherent Inc position peaked at $3K in Q4 2019.
  • 254 funds tracked by Wall St. Rank held Coherent Inc as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.