Schwarz Dygos Wheeler Investment Advisors’s Coherent COHR Stock Holding History

Schwarz Dygos Wheeler 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
2023 Q3	–	Sell	-4,900	Closed	-$250K	–	140
2023 Q2	$250K	Buy	+4,900	New	+$182K	0.08%	124
2022 Q3	–	Sell	-4,900	Closed	-$250K	–	119
2022 Q2	$250K	Hold	4,900	–	–	0.1%	107
2022 Q1	$355K	Hold	4,900	–	–	0.12%	98
2021 Q4	$335K	Hold	4,900	–	–	0.11%	102
2021 Q3	$291K	Hold	4,900	–	–	0.11%	106
2021 Q2	$356K	Hold	4,900	–	–	0.13%	92
2021 Q1	$335K	Hold	4,900	–	–	0.14%	92
2020 Q4	$372K	Sell	4,900 -100	-2%	-$5.92K	0.18%	73
2020 Q3	$203K	Hold	5,000	–	–	0.11%	95
2020 Q2	$217K	Buy	+5,000	New	+$198K	0.14%	83

Other funds holding COHR

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's COHR Position: Q3 2023 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Coherent (COHR) in Q3 2023, closing a stake of 4,900 shares — an estimated $250K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in COHR in Q2 2020 and held it in 10 quarters. The position peaked at $372K in Q4 2020. 398 funds tracked by Wall St. Rank hold COHR as of Q3 2023.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Coherent position as of Q3 2023 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 4,900 Coherent shares in Q3 2023, an estimated $250K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Coherent in Q2 2020 and held it in 10 quarters.
Schwarz Dygos Wheeler Investment Advisors's Coherent position peaked at $372K in Q4 2020.
398 funds tracked by Wall St. Rank held Coherent as of Q3 2023.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.