CWP
COHR

Concord Wealth Partners’s Coherent Inc 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
2021
Q4 		– Sell
-18
Closed -$5K – 1366
2021
Q3 		$5K Hold
18
– – ﹤0.01% 610
2021
Q2 		$5K Hold
18
– – ﹤0.01% 750
2021
Q1 		$5K Hold
18
– – ﹤0.01% 691
2020
Q4 		$3K Buy
+18
New +$2.3K ﹤0.01% 513

Other funds holding COHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Concord Wealth Partners's COHR Position: Q4 2021 in Review

Concord Wealth Partners sold out of Coherent Inc (COHR) in Q4 2021, closing a stake of 18 shares — an estimated $5K sold.

Concord Wealth Partners first reported a position in COHR in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 281 funds tracked by Wall St. Rank hold COHR as of Q4 2021.

  • Concord Wealth Partners reported no remaining Coherent Inc position as of Q4 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 18 Coherent Inc shares in Q4 2021, an estimated $5K.
  • Concord Wealth Partners first reported a position in Coherent Inc in Q4 2020 and held it in 4 quarters.
  • Concord Wealth Partners's Coherent Inc position peaked at $5K in Q3 2021.
  • 281 funds tracked by Wall St. Rank held Coherent Inc as of Q4 2021.

Based on Concord Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.