CWM
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Castle Wealth Management’s Coherent COHR Stock Holding History

Castle 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
2022
Q4 		– Sell
-100
Closed -$3K – 203
2022
Q3 		$3K Hold
100
– – ﹤0.01% 537
2022
Q2 		$5K Buy
+100
New +$6.1K ﹤0.01% 480

Other funds holding COHR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Castle Wealth Management's COHR Position: Q4 2022 in Review

Castle Wealth Management sold out of Coherent (COHR) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Castle Wealth Management first reported a position in COHR in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 431 funds tracked by Wall St. Rank hold COHR as of Q4 2022.

  • Castle Wealth Management reported no remaining Coherent position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 100 Coherent shares in Q4 2022, an estimated $3K.
  • Castle Wealth Management first reported a position in Coherent in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Coherent position peaked at $5K in Q2 2022.
  • 431 funds tracked by Wall St. Rank held Coherent as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.