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Summit Wealth & Retirement Planning’s Coherent COHR Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		– Sell
-9,192
Closed -$350K – 62
2023
Q1 		$350K Buy
+9,192
New +$374K 0.13% 71

Other funds holding COHR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth & Retirement Planning's COHR Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Coherent (COHR) in Q2 2023, closing a stake of 9,192 shares — an estimated $350K sold.

Summit Wealth & Retirement Planning first reported a position in COHR in Q1 2023 and held it in 1 quarter. The position peaked at $350K in Q1 2023. 410 funds tracked by Wall St. Rank hold COHR as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining Coherent position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 9,192 Coherent shares in Q2 2023, an estimated $350K.
  • Summit Wealth & Retirement Planning first reported a position in Coherent in Q1 2023 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's Coherent position peaked at $350K in Q1 2023.
  • 410 funds tracked by Wall St. Rank held Coherent as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.