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Concord Wealth Partners’s Coherent COHR Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-36
Closed -$2K – 335
2022
Q2 		$2K Hold
36
– – ﹤0.01% 1000
2022
Q1 		$3K Hold
36
– – ﹤0.01% 1002
2021
Q4 		$2K Hold
36
– – ﹤0.01% 1107
2021
Q3 		$2K Hold
36
– – ﹤0.01% 738
2021
Q2 		$3K Hold
36
– – ﹤0.01% 807
2021
Q1 		$2K Hold
36
– – ﹤0.01% 811
2020
Q4 		$3K Buy
+36
New +$2.13K ﹤0.01% 462

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's COHR Position: Q3 2022 in Review

Concord Wealth Partners sold out of Coherent (COHR) in Q3 2022, closing a stake of 36 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in COHR in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 420 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Concord Wealth Partners reported no remaining Coherent position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 36 Coherent shares in Q3 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Coherent in Q4 2020 and held it in 7 quarters.
  • Concord Wealth Partners's Coherent position peaked at $3K in Q1 2022.
  • 420 funds tracked by Wall St. Rank held Coherent as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.