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Legacy Investment Solutions’s Coherent COHR Stock Holding History

Legacy Investment Solutions’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 		$4.03K Sell
42
-9
-18% -$900 ﹤0.01% 415
2024
Q3 		$5.24K Buy
+51
New +$3.81K ﹤0.01% 382

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

Legacy Investment Solutions's COHR Position: Q4 2024 in Review

Legacy Investment Solutions reduced its Coherent (COHR) stake by 18% in Q4 2024, selling an estimated $900 and leaving 42 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Legacy Investment Solutions first reported a position in COHR in Q3 2024 and has held it in 2 quarters since. The position peaked at $5.24K in Q3 2024. 629 funds tracked by Wall St. Rank hold COHR as of Q4 2024.

  • Legacy Investment Solutions held 42 shares of Coherent worth $4.03K as of Q4 2024.
  • Legacy Investment Solutions sold 9 Coherent shares in Q4 2024, an estimated $900.
  • Coherent made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #415 holding.
  • Legacy Investment Solutions first reported a position in Coherent in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Coherent position peaked at $5.24K in Q3 2024.
  • 629 funds tracked by Wall St. Rank held Coherent as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.