PWPS
COHR

Pinnacle Wealth Planning Services’s Coherent Inc COHR Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-133
Closed -$20K – 2197
2020
Q4 		$20K Buy
+133
New +$17K ﹤0.01% 1164

Other funds holding COHR

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's COHR Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Coherent Inc (COHR) in Q1 2021, closing a stake of 133 shares — an estimated $20K sold.

Pinnacle Wealth Planning Services first reported a position in COHR in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 297 funds tracked by Wall St. Rank hold COHR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Coherent Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 133 Coherent Inc shares in Q1 2021, an estimated $20K.
  • Pinnacle Wealth Planning Services first reported a position in Coherent Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Coherent Inc position peaked at $20K in Q4 2020.
  • 297 funds tracked by Wall St. Rank held Coherent Inc as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.