LWA
COHR

Lenox Wealth Advisors’s Coherent Inc COHR Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-9
Closed -$1K – 834
2020
Q1 		$1K Hold
9
– – ﹤0.01% 747
2019
Q4 		$1K Hold
9
– – ﹤0.01% 710
2019
Q3 		$1K Buy
+9
New +$1.3K ﹤0.01% 609

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lenox Wealth Advisors's COHR Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Coherent Inc (COHR) in Q2 2020, closing a stake of 9 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in COHR in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 254 funds tracked by Wall St. Rank hold COHR as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Coherent Inc position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 9 Coherent Inc shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Coherent Inc in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Coherent Inc position peaked at $1K in Q1 2020.
  • 254 funds tracked by Wall St. Rank held Coherent Inc as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.