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Pinnacle Wealth Management Group’s Coherent COHR Stock Holding History

Pinnacle Wealth Management 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
2022
Q3 		– Sell
-6,420
Closed -$327K – 111
2022
Q2 		$327K Hold
6,420
– – 0.27% 82
2022
Q1 		$465K Sell
6,420
-1,028
-14% -$69.9K 0.35% 66
2021
Q4 		$509K Buy
7,448
+200
+3% +$12.6K 0.38% 62
2021
Q3 		$430K Buy
7,248
+1,750
+32% +$114K 0.32% 73
2021
Q2 		$399K Buy
+5,498
New +$387K 0.29% 87

Other funds holding COHR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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 $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
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

Pinnacle Wealth Management Group's COHR Position: Q3 2022 in Review

Pinnacle Wealth Management Group sold out of Coherent (COHR) in Q3 2022, closing a stake of 6,420 shares — an estimated $327K sold.

Pinnacle Wealth Management Group first reported a position in COHR in Q2 2021 and held it in 5 quarters. The position peaked at $509K in Q4 2021. 420 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Pinnacle Wealth Management Group reported no remaining Coherent position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 6,420 Coherent shares in Q3 2022, an estimated $327K.
  • Pinnacle Wealth Management Group first reported a position in Coherent in Q2 2021 and held it in 5 quarters.
  • Pinnacle Wealth Management Group's Coherent position peaked at $509K in Q4 2021.
  • 420 funds tracked by Wall St. Rank held Coherent as of Q3 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2022, filed 7 Oct 2022.