PGWM
COHR

Parisi Gray Wealth Management’s Coherent Inc COHR Stock Holding History

Parisi Gray Wealth Management’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
Q3 		– Sell
-333
Closed -$88K – 601
2021
Q2 		$88K Buy
+333
New +$87.6K 0.03% 226
2018
Q4 		– Sell
-14
Closed -$2K – 618
2018
Q3 		$2K Hold
14
– – ﹤0.01% 556
2018
Q2 		$2K Hold
14
– – ﹤0.01% 580
2018
Q1 		$3K Hold
14
– – ﹤0.01% 557
2017
Q4 		$4K Buy
+14
New +$3.9K ﹤0.01% 580

Other funds holding COHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Parisi Gray Wealth Management's COHR Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Coherent Inc (COHR) in Q3 2021, closing a stake of 333 shares — an estimated $88K sold.

Parisi Gray Wealth Management first reported a position in COHR in Q4 2017 and held it in 5 quarters. The position peaked at $88K in Q2 2021. 275 funds tracked by Wall St. Rank hold COHR as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Coherent Inc position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 333 Coherent Inc shares in Q3 2021, an estimated $88K.
  • Parisi Gray Wealth Management first reported a position in Coherent Inc in Q4 2017 and held it in 5 quarters.
  • Parisi Gray Wealth Management's Coherent Inc position peaked at $88K in Q2 2021.
  • 275 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.