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Sutton Wealth Advisors’s Coherent COHR Stock Holding History

Sutton 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
2023
Q1 		– Sell
-25
Closed -$878 – 969
2022
Q4 		$878 Sell
25
-3
-11% -$104 ﹤0.01% 1362
2022
Q3 		$976 Buy
28
+18
+180% +$862 ﹤0.01% 1304
2022
Q2 		$510 Sell
10
-9
-47% -$549 ﹤0.01% 1447
2022
Q1 		$1.38K Buy
19
+8
+73% +$544 ﹤0.01% 1260
2021
Q4 		$752 Buy
+11
New +$692 ﹤0.01% 1411
2019
Q4 		– Sell
-1,418
Closed -$49.9K – 1170
2019
Q3 		$49.9K Buy
1,418
+426
+43% +$16.2K 0.03% 307
2019
Q2 		$36.3K Buy
992
+265
+36% +$9.67K 0.02% 393
2019
Q1 		$27.1K Sell
727
-324
-31% -$12K 0.02% 480
2018
Q4 		$34.1K Buy
1,051
+324
+45% +$12.1K 0.02% 358
2018
Q3 		$34.4K Hold
727
– – 0.02% 395
2018
Q2 		$31.6K Hold
727
– – 0.02% 415
2018
Q1 		$29.7K Hold
727
– – 0.02% 419
2017
Q4 		$34.1K Hold
727
– – 0.03% 378
2017
Q3 		$29.9K Buy
727
+260
+56% +$9.7K 0.02% 409
2017
Q2 		$16K Buy
467
+249
+114% +$8.06K 0.01% 605
2017
Q1 		$7.86K Hold
218
– – 0.01% 773
2016
Q4 		$6.46K Hold
218
– – 0.01% 797
2016
Q3 		$5.3K Hold
218
– – ﹤0.01% 805
2016
Q2 		$4.09K Hold
218
– – ﹤0.01% 829
2016
Q1 		$4.73K Buy
+218
New +$4.33K ﹤0.01% 751

Other funds holding COHR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Sutton Wealth Advisors's COHR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Coherent (COHR) in Q1 2023, closing a stake of 25 shares — an estimated $878 sold.

Sutton Wealth Advisors first reported a position in COHR in Q1 2016 and held it in 20 quarters. The position peaked at $49.9K in Q3 2019. 429 funds tracked by Wall St. Rank hold COHR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Coherent position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 25 Coherent shares in Q1 2023, an estimated $878.
  • Sutton Wealth Advisors first reported a position in Coherent in Q1 2016 and held it in 20 quarters.
  • Sutton Wealth Advisors's Coherent position peaked at $49.9K in Q3 2019.
  • 429 funds tracked by Wall St. Rank held Coherent as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.