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Realta Investment Advisors’s Coherent COHR Stock Holding History

Realta Investment 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
2022
Q4 		– Sell
-7,544
Closed -$263K – 852
2022
Q3 		$263K Buy
+7,544
New +$361K 0.07% 305

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Realta Investment Advisors's COHR Position: Q4 2022 in Review

Realta Investment Advisors sold out of Coherent (COHR) in Q4 2022, closing a stake of 7,544 shares — an estimated $263K sold.

Realta Investment Advisors first reported a position in COHR in Q3 2022 and held it in 1 quarter. The position peaked at $263K in Q3 2022. 431 funds tracked by Wall St. Rank hold COHR as of Q4 2022.

  • Realta Investment Advisors reported no remaining Coherent position as of Q4 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 7,544 Coherent shares in Q4 2022, an estimated $263K.
  • Realta Investment Advisors first reported a position in Coherent in Q3 2022 and held it in 1 quarter.
  • Realta Investment Advisors's Coherent position peaked at $263K in Q3 2022.
  • 431 funds tracked by Wall St. Rank held Coherent as of Q4 2022.

Based on Realta Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.