Halpern Financial’s Coherent COHR Stock Holding History

Halpern Financial’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 Q3	–	Sell	-35	Closed	-$1.78K	–	235
2022 Q2	$1.78K	Buy	+35	New	+$2.13K	﹤0.01%	249

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's COHR Position: Q3 2022 in Review

Halpern Financial sold out of Coherent (COHR) in Q3 2022, closing a stake of 35 shares — an estimated $1.78K sold.

Halpern Financial first reported a position in COHR in Q2 2022 and held it in 1 quarter. The position peaked at $1.78K in Q2 2022. 420 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

Halpern Financial reported no remaining Coherent position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 35 Coherent shares in Q3 2022, an estimated $1.78K.
Halpern Financial first reported a position in Coherent in Q2 2022 and held it in 1 quarter.
Halpern Financial's Coherent position peaked at $1.78K in Q2 2022.
420 funds tracked by Wall St. Rank held Coherent as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.