Lake Point Wealth Management’s Coherent COHR Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$7K	Hold	130	–	–	﹤0.01%	185
2022 Q1	$9K	Hold	130	–	–	﹤0.01%	174
2021 Q4	$9K	Hold	130	–	–	﹤0.01%	179
2021 Q3	$8K	Hold	130	–	–	﹤0.01%	182
2021 Q2	$9K	Buy	+130	New	+$9.15K	﹤0.01%	177
2020 Q1	$4K	Hold	130	–	–	﹤0.01%	181
2019 Q4	$4K	Buy	+130	New	+$4.14K	﹤0.01%	396
2019 Q2	$5K	Hold	130	–	–	﹤0.01%	417
2019 Q1	$5K	Buy	+130	New	+$4.81K	﹤0.01%	417

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Point Wealth Management's COHR Position: Q2 2022 in Review

Lake Point Wealth Management held its Coherent (COHR) position steady in Q2 2022 at 130 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Lake Point Wealth Management first reported a position in COHR in Q1 2019 and has held it in 9 quarters since. The position peaked at $9K in Q1 2022. 448 funds tracked by Wall St. Rank hold COHR as of Q2 2022.

Lake Point Wealth Management held 130 shares of Coherent worth $7K as of Q2 2022.
Lake Point Wealth Management left its Coherent share count unchanged in Q2 2022.
Coherent made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #185 holding.
Lake Point Wealth Management first reported a position in Coherent in Q1 2019 and has held it in 9 quarters since.
Lake Point Wealth Management's Coherent position peaked at $9K in Q1 2022.
448 funds tracked by Wall St. Rank held Coherent as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.