Heritage Wealth Advisors’s Coherent COHR Stock Holding History

Heritage Wealth Advisors’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 Q2	–	Sell	-87	Closed	-$3.31K	–	567
2023 Q1	$3.31K	Buy	+87	New	+$3.54K	﹤0.01%	495

Other funds holding COHR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Heritage Wealth Advisors's COHR Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of Coherent (COHR) in Q2 2023, closing a stake of 87 shares — an estimated $3.31K sold.

Heritage Wealth Advisors first reported a position in COHR in Q1 2023 and held it in 1 quarter. The position peaked at $3.31K in Q1 2023. 410 funds tracked by Wall St. Rank hold COHR as of Q2 2023.

Heritage Wealth Advisors reported no remaining Coherent position as of Q2 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 87 Coherent shares in Q2 2023, an estimated $3.31K.
Heritage Wealth Advisors first reported a position in Coherent in Q1 2023 and held it in 1 quarter.
Heritage Wealth Advisors's Coherent position peaked at $3.31K in Q1 2023.
410 funds tracked by Wall St. Rank held Coherent as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.