Next Financial Group’s Coherent COHR Stock Holding History

Next Financial 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
2021 Q4	$38K	Hold	560	–	–	﹤0.01%	1591
2021 Q3	$33K	Sell	560 -78	-12%	-$5.09K	﹤0.01%	1590
2021 Q2	$46K	Sell	638 -100	-14%	-$7.04K	﹤0.01%	1417
2021 Q1	$50K	Sell	738 -20	-3%	-$1.64K	﹤0.01%	1279
2020 Q4	$58K	Hold	758	–	–	0.01%	1158
2020 Q3	$31K	Buy	+758	New	+$33.4K	﹤0.01%	1245
2020 Q2	–	Sell	-183	Closed	-$5K	–	839
2020 Q1	$5K	Hold	183	–	–	﹤0.01%	1696
2019 Q4	$6K	Buy	183 +180	+6,000%	+$5.74K	﹤0.01%	1906
2019 Q3	$0	Hold	3	–	–	﹤0.01%	2318
2019 Q2	$0	Hold	3	–	–	﹤0.01%	2309
2019 Q1	$0	Hold	3	–	–	﹤0.01%	1693
2018 Q4	$0	Buy	+3	New	+$112	﹤0.01%	1973

Other funds holding COHR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Next Financial Group's COHR Position: Q4 2021 in Review

Next Financial Group held its Coherent (COHR) position steady in Q4 2021 at 560 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Next Financial Group first reported a position in COHR in Q4 2018 and has held it in 12 quarters since. The position peaked at $58K in Q4 2020. 462 funds tracked by Wall St. Rank hold COHR as of Q4 2021.

Next Financial Group held 560 shares of Coherent worth $38K as of Q4 2021.
Next Financial Group left its Coherent share count unchanged in Q4 2021.
Coherent made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1591 holding.
Next Financial Group first reported a position in Coherent in Q4 2018 and has held it in 12 quarters since.
Next Financial Group's Coherent position peaked at $58K in Q4 2020.
462 funds tracked by Wall St. Rank held Coherent as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.