First Heartland Consultants’s Coherent COHR Stock Holding History

First Heartland Consultants’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	-6,775	Closed	-$238K	–	363
2022 Q4	$238K	Buy	+6,775	New	+$236K	0.04%	320
2022 Q2	–	Sell	-3,007	Closed	-$217K	–	354
2022 Q1	$217K	Hold	3,007	–	–	0.03%	325
2021 Q4	$205	Sell	3,007 -649	-18%	-$40.8K	0.01%	356
2021 Q3	$217K	Buy	3,656 +119	+3%	+$7.77K	0.03%	359
2021 Q2	$257K	Buy	+3,537	New	+$249K	0.04%	318

Other funds holding COHR

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First Heartland Consultants's COHR Position: Q1 2023 in Review

First Heartland Consultants sold out of Coherent (COHR) in Q1 2023, closing a stake of 6,775 shares — an estimated $238K sold.

First Heartland Consultants first reported a position in COHR in Q2 2021 and held it in 5 quarters. The position peaked at $257K in Q2 2021. 429 funds tracked by Wall St. Rank hold COHR as of Q1 2023.

First Heartland Consultants reported no remaining Coherent position as of Q1 2023 after selling out during the quarter.
First Heartland Consultants sold 6,775 Coherent shares in Q1 2023, an estimated $238K.
First Heartland Consultants first reported a position in Coherent in Q2 2021 and held it in 5 quarters.
First Heartland Consultants's Coherent position peaked at $257K in Q2 2021.
429 funds tracked by Wall St. Rank held Coherent as of Q1 2023.

Based on First Heartland Consultants's 13F filing for Q1 2023, filed 17 Apr 2023.