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Financial Gravity Asset Management’s Coherent COHR Stock Holding History

Financial Gravity Asset Management’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
2023
Q1 		– Sell
-35
Closed -$212 – 1235
2022
Q4 		$212 Buy
+35
New +$1.22K ﹤0.01% 931
2021
Q1 		– Hold
0
– – – 674
2020
Q2 		– Sell
-7
Closed -$209 – 175
2020
Q1 		$209 Hold
7
– – ﹤0.01% 715
2019
Q4 		$34K Hold
7
– – 0.02% 807
2019
Q3 		$0 Hold
7
– – ﹤0.01% 1233
2019
Q2 		$0 Sell
7
-14
-67% -$511 ﹤0.01% 1286
2019
Q1 		$1K Buy
+21
New +$776 ﹤0.01% 1058

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Financial Gravity Asset Management's COHR Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Coherent (COHR) in Q1 2023, closing a stake of 35 shares — an estimated $212 sold.

Financial Gravity Asset Management first reported a position in COHR in Q1 2019 and held it in 6 quarters. The position peaked at $34K in Q4 2019. 429 funds tracked by Wall St. Rank hold COHR as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Coherent position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 35 Coherent shares in Q1 2023, an estimated $212.
  • Financial Gravity Asset Management first reported a position in Coherent in Q1 2019 and held it in 6 quarters.
  • Financial Gravity Asset Management's Coherent position peaked at $34K in Q4 2019.
  • 429 funds tracked by Wall St. Rank held Coherent as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.