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Northwest Financial Advisors’s Coherent COHR Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-750
Closed -$66.7K – 192
2024
Q3 		$66.7K Buy
+750
New +$56K 0.05% 196
2024
Q1 		– Sell
-750
Closed -$32.6K – 170
2023
Q4 		$32.6K Buy
+750
New +$27K 0.03% 255

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

Northwest Financial Advisors's COHR Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Coherent (COHR) in Q4 2024, closing a stake of 750 shares — an estimated $66.7K sold.

Northwest Financial Advisors first reported a position in COHR in Q4 2023 and held it in 2 quarters. The position peaked at $66.7K in Q3 2024. 629 funds tracked by Wall St. Rank hold COHR as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Coherent position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 750 Coherent shares in Q4 2024, an estimated $66.7K.
  • Northwest Financial Advisors first reported a position in Coherent in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Coherent position peaked at $66.7K in Q3 2024.
  • 629 funds tracked by Wall St. Rank held Coherent as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.