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Crestwood Advisors Group’s Coherent COHR Stock Holding History

Crestwood Advisors Group’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
-4,150
Closed -$284K – 294
2021
Q4 		$284K Buy
+4,150
New +$261K 0.01% 256

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Crestwood Advisors Group's COHR Position: Q1 2022 in Review

Crestwood Advisors Group sold out of Coherent (COHR) in Q1 2022, closing a stake of 4,150 shares — an estimated $284K sold.

Crestwood Advisors Group first reported a position in COHR in Q4 2021 and held it in 1 quarter. The position peaked at $284K in Q4 2021. 454 funds tracked by Wall St. Rank hold COHR as of Q1 2022.

  • Crestwood Advisors Group reported no remaining Coherent position as of Q1 2022 after selling out during the quarter.
  • Crestwood Advisors Group sold 4,150 Coherent shares in Q1 2022, an estimated $284K.
  • Crestwood Advisors Group first reported a position in Coherent in Q4 2021 and held it in 1 quarter.
  • Crestwood Advisors Group's Coherent position peaked at $284K in Q4 2021.
  • 454 funds tracked by Wall St. Rank held Coherent as of Q1 2022.

Based on Crestwood Advisors Group's 13F filing for Q1 2022, filed 12 Apr 2022.