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Fortitude Advisory Group’s Coherent COHR Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-950
Closed -$69K – 420
2022
Q1 		$69K Sell
950
-200
-17% -$13.6K 0.04% 432
2021
Q4 		$79K Buy
+1,150
New +$72.3K 0.04% 411

Other funds holding COHR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fortitude Advisory Group's COHR Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Coherent (COHR) in Q2 2022, closing a stake of 950 shares — an estimated $69K sold.

Fortitude Advisory Group first reported a position in COHR in Q4 2021 and held it in 2 quarters. The position peaked at $79K in Q4 2021. 448 funds tracked by Wall St. Rank hold COHR as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Coherent position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 950 Coherent shares in Q2 2022, an estimated $69K.
  • Fortitude Advisory Group first reported a position in Coherent in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Coherent position peaked at $79K in Q4 2021.
  • 448 funds tracked by Wall St. Rank held Coherent as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.