IWP
COHR

Icon Wealth Partners’s Coherent Inc COHR Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-49
Closed -$7K – 839
2019
Q1 		$7K Buy
+49
New +$6.2K ﹤0.01% 728
2018
Q3 		– Sell
-49
Closed -$8K – 773
2018
Q2 		$8K Buy
+49
New +$8.3K ﹤0.01% 722
2018
Q1 		– Sell
-43
Closed -$12K – 789
2017
Q4 		$12K Buy
+43
New +$12K 0.01% 690

Other funds holding COHR

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icon Wealth Partners's COHR Position: Q2 2019 in Review

Icon Wealth Partners sold out of Coherent Inc (COHR) in Q2 2019, closing a stake of 49 shares — an estimated $7K sold.

Icon Wealth Partners first reported a position in COHR in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q4 2017. 286 funds tracked by Wall St. Rank hold COHR as of Q2 2019.

  • Icon Wealth Partners reported no remaining Coherent Inc position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 49 Coherent Inc shares in Q2 2019, an estimated $7K.
  • Icon Wealth Partners first reported a position in Coherent Inc in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Coherent Inc position peaked at $12K in Q4 2017.
  • 286 funds tracked by Wall St. Rank held Coherent Inc as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.