Robertson Stephens Wealth Management’s Coherent COHR Stock Holding History

Robertson Stephens Wealth Management’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	-4,164	Closed	-$212K	–	366
2022 Q2	$212K	Hold	4,164	–	–	0.02%	353
2022 Q1	$301K	Hold	4,164	–	–	0.03%	310
2021 Q4	$284K	Hold	4,164	–	–	0.02%	327
2021 Q3	$247K	Hold	4,164	–	–	0.03%	273
2021 Q2	$302K	Sell	4,164 -64	-2%	-$4.5K	0.04%	263
2021 Q1	$289K	Buy	+4,228	New	+$347K	0.05%	237

Other funds holding COHR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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 New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robertson Stephens Wealth Management's COHR Position: Q3 2022 in Review

Robertson Stephens Wealth Management sold out of Coherent (COHR) in Q3 2022, closing a stake of 4,164 shares — an estimated $212K sold.

Robertson Stephens Wealth Management first reported a position in COHR in Q1 2021 and held it in 6 quarters. The position peaked at $302K in Q2 2021. 420 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

Robertson Stephens Wealth Management reported no remaining Coherent position as of Q3 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 4,164 Coherent shares in Q3 2022, an estimated $212K.
Robertson Stephens Wealth Management first reported a position in Coherent in Q1 2021 and held it in 6 quarters.
Robertson Stephens Wealth Management's Coherent position peaked at $302K in Q2 2021.
420 funds tracked by Wall St. Rank held Coherent as of Q3 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.