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SeaCrest Wealth Management’s Coherent COHR Stock Holding History

SeaCrest 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
2025
Q1 		– Sell
-2,135
Closed -$202K – 667
2024
Q4 		$202K Buy
+2,135
New +$214K 0.02% 619
2023
Q1 		– Sell
-6,139
Closed -$215K – 642
2022
Q4 		$215K Sell
6,139
-820
-12% -$28.5K 0.03% 539
2022
Q3 		$243K Sell
6,959
-475
-6% -$22.7K 0.04% 489
2022
Q2 		$379K Sell
7,434
-850
-10% -$51.8K 0.05% 407
2022
Q1 		$601K Sell
8,284
-1,015
-11% -$69.1K 0.07% 301
2021
Q4 		$635K Buy
9,299
+316
+4% +$19.9K 0.07% 282
2021
Q3 		$533K Buy
8,983
+685
+8% +$44.7K 0.06% 320
2021
Q2 		$602K Buy
8,298
+395
+5% +$27.8K 0.07% 296
2021
Q1 		$540K Sell
7,903
-1,386
-15% -$114K 0.07% 299
2020
Q4 		$706K Sell
9,289
-1,222
-12% -$72.4K 0.1% 224
2020
Q3 		$426K Buy
10,511
+1,139
+12% +$50.2K 0.07% 285
2020
Q2 		$443K Buy
9,372
+2,285
+32% +$90.6K 0.08% 273
2020
Q1 		$202K Buy
+7,087
New +$230K 0.04% 437
2019
Q2 		– Sell
-96
Closed -$4K – 765
2019
Q1 		$4K Hold
96
– – ﹤0.01% 1763
2018
Q4 		$3K Hold
96
– – ﹤0.01% 1807
2018
Q3 		$5K Hold
96
– – ﹤0.01% 1848
2018
Q2 		$4K Sell
96
-130
-58% -$5.74K ﹤0.01% 1858
2018
Q1 		$9K Buy
226
+130
+135% +$5.63K ﹤0.01% 1610
2017
Q4 		$5K Buy
+96
New +$4.31K ﹤0.01% 1789

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

SeaCrest Wealth Management's COHR Position: Q1 2025 in Review

SeaCrest Wealth Management sold out of Coherent (COHR) in Q1 2025, closing a stake of 2,135 shares — an estimated $202K sold.

SeaCrest Wealth Management first reported a position in COHR in Q4 2017 and held it in 19 quarters. The position peaked at $706K in Q4 2020. 581 funds tracked by Wall St. Rank hold COHR as of Q1 2025.

  • SeaCrest Wealth Management reported no remaining Coherent position as of Q1 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,135 Coherent shares in Q1 2025, an estimated $202K.
  • SeaCrest Wealth Management first reported a position in Coherent in Q4 2017 and held it in 19 quarters.
  • SeaCrest Wealth Management's Coherent position peaked at $706K in Q4 2020.
  • 581 funds tracked by Wall St. Rank held Coherent as of Q1 2025.

Based on SeaCrest Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.