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FormulaFolio Investments’s Coherent COHR Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-7,151
Closed -$543K – 521
2020
Q4 		$543K Buy
+7,151
New +$424K 0.01% 428

Other funds holding COHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FormulaFolio Investments's COHR Position: Q1 2021 in Review

FormulaFolio Investments sold out of Coherent (COHR) in Q1 2021, closing a stake of 7,151 shares — an estimated $543K sold.

FormulaFolio Investments first reported a position in COHR in Q4 2020 and held it in 1 quarter. The position peaked at $543K in Q4 2020. 436 funds tracked by Wall St. Rank hold COHR as of Q1 2021.

  • FormulaFolio Investments reported no remaining Coherent position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 7,151 Coherent shares in Q1 2021, an estimated $543K.
  • FormulaFolio Investments first reported a position in Coherent in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Coherent position peaked at $543K in Q4 2020.
  • 436 funds tracked by Wall St. Rank held Coherent as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.