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
2020 Q4	–	Sell	-2,400	Closed	-$4K	–	834
2020 Q3	$4K	Buy	+2,400	New	+$106K	﹤0.01%	629

Other funds holding COHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

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 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.