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Juncture Wealth Strategies’s Coherent COHR Stock Holding History

Juncture Wealth Strategies’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
2021
Q3 		– Sell
-9,725
Closed -$632K – 119
2021
Q2 		$632K Buy
9,725
+1,178
+14% +$82.9K 0.36% 62
2021
Q1 		$569K Sell
8,547
-1,015
-11% -$83.3K 0.36% 63
2020
Q4 		$726K Buy
9,562
+454
+5% +$26.9K 0.46% 49
2020
Q3 		$369K Buy
+9,108
New +$401K 0.25% 85

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Juncture Wealth Strategies's COHR Position: Q3 2021 in Review

Juncture Wealth Strategies sold out of Coherent (COHR) in Q3 2021, closing a stake of 9,725 shares — an estimated $632K sold.

Juncture Wealth Strategies first reported a position in COHR in Q3 2020 and held it in 4 quarters. The position peaked at $726K in Q4 2020. 407 funds tracked by Wall St. Rank hold COHR as of Q3 2021.

  • Juncture Wealth Strategies reported no remaining Coherent position as of Q3 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 9,725 Coherent shares in Q3 2021, an estimated $632K.
  • Juncture Wealth Strategies first reported a position in Coherent in Q3 2020 and held it in 4 quarters.
  • Juncture Wealth Strategies's Coherent position peaked at $726K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held Coherent as of Q3 2021.

Based on Juncture Wealth Strategies's 13F filing for Q3 2021, filed 15 Oct 2021.