SFS
COHR

Sowell Financial Services’s Coherent Inc 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
-157
Closed -$40K – 3084
2021
Q1 		$40K Hold
157
– – ﹤0.01% 1752
2020
Q4 		$24K Hold
157
– – ﹤0.01% 1667
2020
Q3 		$17K Hold
157
– – ﹤0.01% 1645
2020
Q2 		$21K Hold
157
– – ﹤0.01% 1449
2020
Q1 		$17K Hold
157
– – ﹤0.01% 1448
2019
Q4 		$26K Sell
157
-5
-3% -$774 ﹤0.01% 1344
2019
Q3 		$25K Buy
+162
New +$23.4K ﹤0.01% 1209

Other funds holding COHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Sowell Financial Services sold out of Coherent Inc (COHR) in Q2 2021, closing a stake of 157 shares — an estimated $40K sold.

Sowell Financial Services first reported a position in COHR in Q3 2019 and held it in 7 quarters. The position peaked at $40K in Q1 2021. 298 funds tracked by Wall St. Rank hold COHR as of Q2 2021.

  • Sowell Financial Services reported no remaining Coherent Inc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 157 Coherent Inc shares in Q2 2021, an estimated $40K.
  • Sowell Financial Services first reported a position in Coherent Inc in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Coherent Inc position peaked at $40K in Q1 2021.
  • 298 funds tracked by Wall St. Rank held Coherent Inc as of Q2 2021.

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