Insigneo Advisory Services’s Coherent COHR Stock Holding History

Insigneo Advisory Services’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
2024 Q3	–	Sell	-4,006	Closed	-$225K	–	642
2024 Q2	$225K	Buy	+4,006	New	+$241K	0.03%	477

Other funds holding COHR

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Insigneo Advisory Services's COHR Position: Q3 2024 in Review

Insigneo Advisory Services sold out of Coherent (COHR) in Q3 2024, closing a stake of 4,006 shares — an estimated $225K sold.

Insigneo Advisory Services first reported a position in COHR in Q2 2024 and held it in 1 quarter. The position peaked at $225K in Q2 2024. 531 funds tracked by Wall St. Rank hold COHR as of Q3 2024.

Insigneo Advisory Services reported no remaining Coherent position as of Q3 2024 after selling out during the quarter.
Insigneo Advisory Services sold 4,006 Coherent shares in Q3 2024, an estimated $225K.
Insigneo Advisory Services first reported a position in Coherent in Q2 2024 and held it in 1 quarter.
Insigneo Advisory Services's Coherent position peaked at $225K in Q2 2024.
531 funds tracked by Wall St. Rank held Coherent as of Q3 2024.

Based on Insigneo Advisory Services's 13F filing for Q3 2024, filed 15 Nov 2024.