Regent Peak Wealth Advisors’s Coherent Inc COHR Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-3	Closed	–	–	1109
2020 Q4	$0	Buy	+3	New	+$384	﹤0.01%	1159

Other funds holding COHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regent Peak Wealth Advisors's COHR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Coherent Inc (COHR) in Q1 2021, closing a stake of 3 shares.

Regent Peak Wealth Advisors first reported a position in COHR in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 297 funds tracked by Wall St. Rank hold COHR as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Coherent Inc position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 3 Coherent Inc shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Coherent Inc in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Coherent Inc position peaked at $0 in Q4 2020.
297 funds tracked by Wall St. Rank held Coherent Inc as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.