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Capital Analysts LLC’s Coherent COHR Stock Holding History

Capital Analysts LLC’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
2022
Q1 		– Sell
-407
Closed -$28K – 953
2021
Q4 		$28K Buy
+407
New +$25.6K ﹤0.01% 661
2016
Q1 		– Sell
-1,967
Closed -$36.5K – 392
2015
Q4 		$36.5K Sell
1,967
-987
-33% -$17.8K 0.01% 303
2015
Q3 		$47.5K Sell
2,954
-957
-24% -$16.5K 0.01% 286
2015
Q2 		$74.2K Hold
3,911
– – 0.02% 240
2015
Q1 		$72.2K Hold
3,911
– – 0.02% 235
2014
Q4 		$53.4K Sell
3,911
-783
-17% -$10.2K 0.01% 251
2014
Q3 		$55.2K Buy
4,694
+1,189
+34% +$16.2K 0.01% 234
2014
Q2 		$50.7K Buy
3,505
+301
+9% +$4.27K 0.01% 238
2014
Q1 		$49.4K Buy
3,204
+183
+6% +$2.95K 0.01% 231
2013
Q4 		$53.1K Buy
3,021
+953
+46% +$16.3K 0.01% 211
2013
Q3 		$38.9K Hold
2,068
– – 0.01% 218
2013
Q2 		$33.6K Buy
+2,068
New +$33.9K 0.01% 212

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Analysts LLC's COHR Position: Q1 2022 in Review

Capital Analysts LLC sold out of Coherent (COHR) in Q1 2022, closing a stake of 407 shares — an estimated $28K sold.

Capital Analysts LLC first reported a position in COHR in Q2 2013 and held it in 12 quarters. The position peaked at $74.2K in Q2 2015. 454 funds tracked by Wall St. Rank hold COHR as of Q1 2022.

  • Capital Analysts LLC reported no remaining Coherent position as of Q1 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 407 Coherent shares in Q1 2022, an estimated $28K.
  • Capital Analysts LLC first reported a position in Coherent in Q2 2013 and held it in 12 quarters.
  • Capital Analysts LLC's Coherent position peaked at $74.2K in Q2 2015.
  • 454 funds tracked by Wall St. Rank held Coherent as of Q1 2022.

Based on Capital Analysts LLC's 13F filing for Q1 2022, filed 12 May 2022.