Stratos Wealth Advisors’s Coherent COHR Stock Holding History

Stratos 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
2024 Q1	–	Sell	-5,967	Closed	-$260K	–	669
2023 Q4	$260K	Buy	+5,967	New	+$215K	0.02%	583
2023 Q3	–	Sell	-4,628	Closed	-$236K	–	674
2023 Q2	$236K	Buy	+4,628	New	+$172K	0.02%	568
2022 Q3	–	Sell	-4,578	Closed	-$233K	–	494
2022 Q2	$233K	Hold	4,578	–	–	0.02%	462
2022 Q1	$332K	Sell	4,578 -46	-1%	-$3.13K	0.03%	438
2021 Q4	$316K	Hold	4,624	–	–	0.02%	455
2021 Q3	$274K	Hold	4,624	–	–	0.02%	436
2021 Q2	$336K	Hold	4,624	–	–	0.03%	418
2021 Q1	$316K	Sell	4,624 -15	-0.3%	-$1.23K	0.03%	386
2020 Q4	$352K	Buy	+4,639	New	+$275K	0.05%	295
2020 Q3	–	Sell	-8,624	Closed	-$407K	–	307
2020 Q2	$407K	Buy	+8,624	New	+$342K	0.12%	164

Other funds holding COHR

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Advisors's COHR Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of Coherent (COHR) in Q1 2024, closing a stake of 5,967 shares — an estimated $260K sold.

Stratos Wealth Advisors first reported a position in COHR in Q2 2020 and held it in 10 quarters. The position peaked at $407K in Q2 2020. 474 funds tracked by Wall St. Rank hold COHR as of Q1 2024.

Stratos Wealth Advisors reported no remaining Coherent position as of Q1 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 5,967 Coherent shares in Q1 2024, an estimated $260K.
Stratos Wealth Advisors first reported a position in Coherent in Q2 2020 and held it in 10 quarters.
Stratos Wealth Advisors's Coherent position peaked at $407K in Q2 2020.
474 funds tracked by Wall St. Rank held Coherent as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.