Cornerstone Advisory’s Coherent COHR Stock Holding History

Cornerstone Advisory’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 Q1	–	Sell	-18	Closed	-$1K	–	318
2021 Q4	$1K	Buy	+18	New	+$1.13K	﹤0.01%	757

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Advisory's COHR Position: Q1 2022 in Review

Cornerstone Advisory sold out of Coherent (COHR) in Q1 2022, closing a stake of 18 shares — an estimated $1K sold.

Cornerstone Advisory first reported a position in COHR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 454 funds tracked by Wall St. Rank hold COHR as of Q1 2022.

Cornerstone Advisory reported no remaining Coherent position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 18 Coherent shares in Q1 2022, an estimated $1K.
Cornerstone Advisory first reported a position in Coherent in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's Coherent position peaked at $1K in Q4 2021.
454 funds tracked by Wall St. Rank held Coherent as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.