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Cassady Schiller Wealth Management’s Coherent COHR Stock Holding History

Cassady Schiller 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
2024
Q4 		$853 Buy
+9
New +$900 ﹤0.01% 836

Other funds holding COHR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's COHR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Coherent (COHR) in Q4 2024: 9 shares worth $853. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings.

629 funds tracked by Wall St. Rank hold COHR as of Q4 2024.

  • Cassady Schiller Wealth Management held 9 shares of Coherent worth $853 as of Q4 2024.
  • Coherent was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Coherent made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #836 holding.
  • 629 funds tracked by Wall St. Rank held Coherent as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.