Certified Advisory Corp’s Coherent COHR Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-54	Closed	-$4K	–	294
2021 Q1	$4K	Buy	+54	New	+$4.43K	﹤0.01%	687
2020 Q2	$3K	Buy	54 +25	+86%	+$991	﹤0.01%	668
2020 Q1	$1K	Hold	29	–	–	﹤0.01%	725
2019 Q4	$1K	Buy	+29	New	+$924	﹤0.01%	763

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

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

Certified Advisory Corp's COHR Position: Q2 2021 in Review

Certified Advisory Corp sold out of Coherent (COHR) in Q2 2021, closing a stake of 54 shares — an estimated $4K sold.

Certified Advisory Corp first reported a position in COHR in Q4 2019 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 416 funds tracked by Wall St. Rank hold COHR as of Q2 2021.

Certified Advisory Corp reported no remaining Coherent position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 54 Coherent shares in Q2 2021, an estimated $4K.
Certified Advisory Corp first reported a position in Coherent in Q4 2019 and held it in 4 quarters.
Certified Advisory Corp's Coherent position peaked at $4K in Q1 2021.
416 funds tracked by Wall St. Rank held Coherent as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.