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Laurel Wealth Advisors (North Carolina)’s Coherent COHR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-50
Closed -$3K – 553
2022
Q2 		$3K Hold
50
– – ﹤0.01% 492
2022
Q1 		$4K Hold
50
– – ﹤0.01% 497
2021
Q4 		$3K Hold
50
– – ﹤0.01% 528
2021
Q3 		$3K Sell
50
-40
-44% -$2.61K ﹤0.01% 538
2021
Q2 		$7K Sell
90
-20
-18% -$1.41K ﹤0.01% 494
2021
Q1 		$8K Buy
110
+90
+450% +$7.38K ﹤0.01% 441
2020
Q4 		$2K Buy
+20
New +$1.19K ﹤0.01% 540

Other funds holding COHR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s COHR Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Coherent (COHR) in Q3 2022, closing a stake of 50 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in COHR in Q4 2020 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 420 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Coherent position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 50 Coherent shares in Q3 2022, an estimated $3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Coherent in Q4 2020 and held it in 7 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Coherent position peaked at $8K in Q1 2021.
  • 420 funds tracked by Wall St. Rank held Coherent as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.