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Milestone Advisory Partners’s Coherent COHR Stock Holding History

Milestone Advisory Partners’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
-3,294
Closed -$225K – 85
2021
Q4 		$225K Buy
+3,294
New +$207K 0.11% 84
2021
Q3 		– Sell
-3,294
Closed -$239K – 83
2021
Q2 		$239K Hold
3,294
– – 0.13% 81
2021
Q1 		$225K Buy
+3,294
New +$270K 0.12% 76

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

Milestone Advisory Partners's COHR Position: Q1 2022 in Review

Milestone Advisory Partners sold out of Coherent (COHR) in Q1 2022, closing a stake of 3,294 shares — an estimated $225K sold.

Milestone Advisory Partners first reported a position in COHR in Q1 2021 and held it in 3 quarters. The position peaked at $239K in Q2 2021. 454 funds tracked by Wall St. Rank hold COHR as of Q1 2022.

  • Milestone Advisory Partners reported no remaining Coherent position as of Q1 2022 after selling out during the quarter.
  • Milestone Advisory Partners sold 3,294 Coherent shares in Q1 2022, an estimated $225K.
  • Milestone Advisory Partners first reported a position in Coherent in Q1 2021 and held it in 3 quarters.
  • Milestone Advisory Partners's Coherent position peaked at $239K in Q2 2021.
  • 454 funds tracked by Wall St. Rank held Coherent as of Q1 2022.

Based on Milestone Advisory Partners's 13F filing for Q1 2022, filed 10 May 2022.