CWC
COHR

Carolinas Wealth Consulting’s Coherent Inc COHR Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-13
Closed -$2K – 1016
2020
Q4 		$2K Sell
13
-21
-62% -$2.69K ﹤0.01% 769
2020
Q3 		$4K Buy
+34
New +$4.12K ﹤0.01% 615

Other funds holding COHR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carolinas Wealth Consulting's COHR Position: Q1 2021 in Review

Carolinas Wealth Consulting sold out of Coherent Inc (COHR) in Q1 2021, closing a stake of 13 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in COHR in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 297 funds tracked by Wall St. Rank hold COHR as of Q1 2021.

  • Carolinas Wealth Consulting reported no remaining Coherent Inc position as of Q1 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 13 Coherent Inc shares in Q1 2021, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Coherent Inc in Q3 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Coherent Inc position peaked at $4K in Q3 2020.
  • 297 funds tracked by Wall St. Rank held Coherent Inc as of Q1 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2021, filed 17 May 2021.