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Sowell Financial Services’s Coherent COHR Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,208
Closed -$72K – 944
2021
Q1 		$72K Hold
1,208
– – ﹤0.01% 1505
2020
Q4 		$92K Hold
1,208
– – ﹤0.01% 1182
2020
Q3 		$49K Hold
1,208
– – ﹤0.01% 1207
2020
Q2 		$57K Sell
1,208
-1,208
-50% -$47.9K ﹤0.01% 1131
2020
Q1 		$69K Buy
+2,416
New +$78.5K 0.01% 943

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sowell Financial Services's COHR Position: Q2 2021 in Review

Sowell Financial Services sold out of Coherent (COHR) in Q2 2021, closing a stake of 1,208 shares — an estimated $72K sold.

Sowell Financial Services first reported a position in COHR in Q1 2020 and held it in 5 quarters. The position peaked at $92K in Q4 2020. 416 funds tracked by Wall St. Rank hold COHR as of Q2 2021.

  • Sowell Financial Services reported no remaining Coherent position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,208 Coherent shares in Q2 2021, an estimated $72K.
  • Sowell Financial Services first reported a position in Coherent in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Coherent position peaked at $92K in Q4 2020.
  • 416 funds tracked by Wall St. Rank held Coherent as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.