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Sax Wealth Advisors’s Coherent COHR Stock Holding History

Sax 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
2025
Q1 		– Sell
-6,568
Closed -$622K – 366
2024
Q4 		$622K Buy
6,568
+10
+0.2% +$1K 0.05% 171
2024
Q3 		$583K Buy
6,558
+1,817
+38% +$136K 0.05% 138
2024
Q2 		$344K Buy
+4,741
New +$285K 0.03% 188

Other funds holding COHR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sax Wealth Advisors's COHR Position: Q1 2025 in Review

Sax Wealth Advisors sold out of Coherent (COHR) in Q1 2025, closing a stake of 6,568 shares — an estimated $622K sold.

Sax Wealth Advisors first reported a position in COHR in Q2 2024 and held it in 3 quarters. The position peaked at $622K in Q4 2024. 581 funds tracked by Wall St. Rank hold COHR as of Q1 2025.

  • Sax Wealth Advisors reported no remaining Coherent position as of Q1 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 6,568 Coherent shares in Q1 2025, an estimated $622K.
  • Sax Wealth Advisors first reported a position in Coherent in Q2 2024 and held it in 3 quarters.
  • Sax Wealth Advisors's Coherent position peaked at $622K in Q4 2024.
  • 581 funds tracked by Wall St. Rank held Coherent as of Q1 2025.

Based on Sax Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.