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Lake Street Advisors Group’s Coherent COHR Stock Holding History

Lake Street Advisors Group’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
Q1 		– Sell
-23,564
Closed -$1.61M – 312
2021
Q4 		$1.61M Buy
23,564
+65
+0.3% +$4.09K 0.1% 127
2021
Q3 		$1.4M Buy
+23,499
New +$1.53M 0.15% 101

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Street Advisors Group's COHR Position: Q1 2022 in Review

Lake Street Advisors Group sold out of Coherent (COHR) in Q1 2022, closing a stake of 23,564 shares — an estimated $1.61M sold.

Lake Street Advisors Group first reported a position in COHR in Q3 2021 and held it in 2 quarters. The position peaked at $1.61M in Q4 2021. 454 funds tracked by Wall St. Rank hold COHR as of Q1 2022.

  • Lake Street Advisors Group reported no remaining Coherent position as of Q1 2022 after selling out during the quarter.
  • Lake Street Advisors Group sold 23,564 Coherent shares in Q1 2022, an estimated $1.61M.
  • Lake Street Advisors Group first reported a position in Coherent in Q3 2021 and held it in 2 quarters.
  • Lake Street Advisors Group's Coherent position peaked at $1.61M in Q4 2021.
  • 454 funds tracked by Wall St. Rank held Coherent as of Q1 2022.

Based on Lake Street Advisors Group's 13F filing for Q1 2022, filed 11 May 2022.