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Kovack Advisors’s Coherent COHR Stock Holding History

Kovack 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
2024
Q4 		– Sell
-3,320
Closed -$295K – 618
2024
Q3 		$295K Sell
3,320
-2,225
-40% -$166K 0.03% 441
2024
Q2 		$402K Sell
5,545
-675
-11% -$40.6K 0.04% 352
2024
Q1 		$377K Sell
6,220
-22,230
-78% -$1.22M 0.05% 306
2023
Q4 		$1.24M Buy
28,450
+4,000
+16% +$144K 0.15% 140
2023
Q3 		$798K Buy
24,450
+13,075
+115% +$537K 0.11% 174
2023
Q2 		$580K Buy
11,375
+2,500
+28% +$92.8K 0.07% 263
2023
Q1 		$338K Buy
+8,875
New +$361K 0.05% 381

Other funds holding COHR

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovack Advisors's COHR Position: Q4 2024 in Review

Kovack Advisors sold out of Coherent (COHR) in Q4 2024, closing a stake of 3,320 shares — an estimated $295K sold.

Kovack Advisors first reported a position in COHR in Q1 2023 and held it in 7 quarters. The position peaked at $1.24M in Q4 2023. 629 funds tracked by Wall St. Rank hold COHR as of Q4 2024.

  • Kovack Advisors reported no remaining Coherent position as of Q4 2024 after selling out during the quarter.
  • Kovack Advisors sold 3,320 Coherent shares in Q4 2024, an estimated $295K.
  • Kovack Advisors first reported a position in Coherent in Q1 2023 and held it in 7 quarters.
  • Kovack Advisors's Coherent position peaked at $1.24M in Q4 2023.
  • 629 funds tracked by Wall St. Rank held Coherent as of Q4 2024.

Based on Kovack Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.