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TCI Wealth Advisors’s Coherent COHR Stock Holding History

TCI 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
Q2 		– Sell
-20
Closed -$762 – 626
2023
Q1 		$762 Sell
20
-35
-64% -$1.42K ﹤0.01% 2145
2022
Q4 		$1.93K Buy
55
+7
+15% +$243 ﹤0.01% 1985
2022
Q3 		$2K Buy
48
+8
+20% +$383 ﹤0.01% 1909
2022
Q2 		$2K Sell
40
-185
-82% -$11.3K ﹤0.01% 1974
2022
Q1 		$16K Buy
225
+28
+14% +$1.91K ﹤0.01% 794
2021
Q4 		$13K Sell
197
-225
-53% -$14.2K ﹤0.01% 961
2021
Q3 		$25K Buy
422
+184
+77% +$12K ﹤0.01% 595
2021
Q2 		$17K Buy
238
+61
+34% +$4.29K ﹤0.01% 662
2021
Q1 		$12K Buy
177
+139
+366% +$11.4K 0.01% 748
2020
Q4 		$3K Buy
38
+3
+9% +$178 ﹤0.01% 1069
2020
Q3 		$1K Hold
35
– – ﹤0.01% 1293
2020
Q2 		$2K Hold
35
– – ﹤0.01% 1038
2020
Q1 		$1K Hold
35
– – ﹤0.01% 1210
2019
Q4 		$1K Sell
35
-19
-35% -$606 ﹤0.01% 1308
2019
Q3 		$2K Buy
54
+19
+54% +$724 ﹤0.01% 1050
2019
Q2 		$1K Hold
35
– – ﹤0.01% 1167
2019
Q1 		$1K Hold
35
– – ﹤0.01% 1179
2018
Q4 		$1K Hold
35
– – ﹤0.01% 1178
2018
Q3 		$2K Hold
35
– – ﹤0.01% 1016
2018
Q2 		$2K Hold
35
– – ﹤0.01% 1044
2018
Q1 		$1K Hold
35
– – ﹤0.01% 1111
2017
Q4 		$2K Hold
35
– – ﹤0.01% 1002
2017
Q3 		$1K Hold
35
– – ﹤0.01% 1082
2017
Q2 		$1K Hold
35
– – ﹤0.01% 1109
2017
Q1 		$1K Hold
35
– – ﹤0.01% 1064
2016
Q4 		$1K Hold
35
– – ﹤0.01% 1141
2016
Q3 		$1K Hold
35
– – ﹤0.01% 1099
2016
Q2 		$1K Hold
35
– – ﹤0.01% 1042
2016
Q1 		$1K Buy
+35
New +$695 ﹤0.01% 1060

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

TCI Wealth Advisors's COHR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Coherent (COHR) in Q2 2023, closing a stake of 20 shares — an estimated $762 sold.

TCI Wealth Advisors first reported a position in COHR in Q1 2016 and held it in 29 quarters. The position peaked at $25K in Q3 2021. 410 funds tracked by Wall St. Rank hold COHR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Coherent position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 20 Coherent shares in Q2 2023, an estimated $762.
  • TCI Wealth Advisors first reported a position in Coherent in Q1 2016 and held it in 29 quarters.
  • TCI Wealth Advisors's Coherent position peaked at $25K in Q3 2021.
  • 410 funds tracked by Wall St. Rank held Coherent as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.