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Patriot Financial Group Insurance Agency’s Coherent COHR Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-94
Closed -$5K – 695
2022
Q2 		$5K Sell
94
-15
-14% -$915 ﹤0.01% 1467
2022
Q1 		$8K Buy
109
+101
+1,263% +$6.87K ﹤0.01% 1432
2021
Q4 		$1K Sell
8
-28
-78% -$1.76K ﹤0.01% 2019
2021
Q3 		$2K Buy
36
+12
+50% +$783 ﹤0.01% 1922
2021
Q2 		$2K Buy
+24
New +$1.69K ﹤0.01% 1856

Other funds holding COHR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's COHR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Coherent (COHR) in Q3 2022, closing a stake of 94 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in COHR in Q2 2021 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 420 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Coherent position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 94 Coherent shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Coherent in Q2 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Coherent position peaked at $8K in Q1 2022.
  • 420 funds tracked by Wall St. Rank held Coherent as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.