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Focused Wealth Management’s Coherent COHR Stock Holding History

Focused Wealth 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
Q4 		– Sell
-2,000
Closed -$400 – 1038
2023
Q3 		$400 Buy
+2,000
New +$82.1K ﹤0.01% 931
2019
Q3 		– Sell
-4,000
Closed -$18K – 709
2019
Q2 		$18K Buy
+4,000
New +$146K ﹤0.01% 426

Other funds holding COHR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's COHR Position: Q1 2024 in Review

Focused Wealth Management sold out of Coherent (COHR) in Q1 2024, closing a stake of 1,050 shares — an estimated $45.7K sold.

Focused Wealth Management first reported a position in COHR in Q1 2015 and held it in 35 quarters. The position peaked at $48K in Q2 2019. 474 funds tracked by Wall St. Rank hold COHR as of Q1 2024.

  • Focused Wealth Management reported no remaining Coherent position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,050 Coherent shares in Q1 2024, an estimated $45.7K.
  • Focused Wealth Management first reported a position in Coherent in Q1 2015 and held it in 35 quarters.
  • Focused Wealth Management's Coherent position peaked at $48K in Q2 2019.
  • 474 funds tracked by Wall St. Rank held Coherent as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.