Berman Capital Advisors’s Coherent COHR Stock Holding History

Berman Capital Advisors’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
2021 Q3	$19K	Sell	323 -1	-0.3%	-$65	﹤0.01%	994
2021 Q2	$23K	Buy	324 +17	+6%	+$1.2K	﹤0.01%	851
2021 Q1	$20K	Hold	307	–	–	﹤0.01%	787
2020 Q4	$23K	Buy	307 +280	+1,037%	+$16.6K	0.01%	626
2020 Q3	$1K	Buy	27 +2	+8%	+$88	﹤0.01%	1432
2020 Q2	$1K	Buy	25 +2	+9%	+$79	﹤0.01%	1395
2020 Q1	$0	Buy	23 +1	+5%	+$32	﹤0.01%	1497
2019 Q4	$0	Sell	22 -31	-58%	-$988	﹤0.01%	1474
2019 Q3	$1K	Buy	53 +4	+8%	+$152	﹤0.01%	1299
2019 Q2	$1K	Buy	+49	New	+$1.79K	﹤0.01%	1311

Other funds holding COHR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's COHR Position: Q3 2021 in Review

Berman Capital Advisors reduced its Coherent (COHR) stake by 0.31% in Q3 2021, selling an estimated $65 and leaving 323 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Berman Capital Advisors first reported a position in COHR in Q2 2019 and has held it in 10 quarters since. The position peaked at $23K in Q2 2021. 407 funds tracked by Wall St. Rank hold COHR as of Q3 2021.

Berman Capital Advisors held 323 shares of Coherent worth $19K as of Q3 2021.
Berman Capital Advisors sold 1 Coherent share in Q3 2021, an estimated $65.
Coherent made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #994 holding.
Berman Capital Advisors first reported a position in Coherent in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's Coherent position peaked at $23K in Q2 2021.
407 funds tracked by Wall St. Rank held Coherent as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.