Tradition Wealth Management’s Coherent COHR Stock Holding History

Tradition Wealth Management’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	-170	Closed	-$7K	–	535
2023 Q4	$7K	Hold	170	–	–	﹤0.01%	1056
2023 Q3	$6K	Hold	170	–	–	﹤0.01%	1121
2023 Q2	$9K	Sell	170 -16	-9%	-$594	﹤0.01%	1049
2023 Q1	$7K	Hold	186	–	–	﹤0.01%	1070
2022 Q4	$7K	Hold	186	–	–	﹤0.01%	967
2022 Q3	$6K	Hold	186	–	–	﹤0.01%	1024
2022 Q2	$9K	Hold	186	–	–	﹤0.01%	840
2022 Q1	$13K	Hold	186	–	–	﹤0.01%	826
2021 Q4	$13K	Hold	186	–	–	﹤0.01%	836
2021 Q3	$11K	Buy	186 +16	+9%	+$1.04K	﹤0.01%	883
2021 Q2	$12K	Hold	170	–	–	﹤0.01%	888
2021 Q1	$12K	Hold	170	–	–	﹤0.01%	731
2020 Q4	$13K	Buy	+170	New	+$10.1K	﹤0.01%	670

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

Tradition Wealth Management's COHR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Coherent (COHR) in Q1 2024, closing a stake of 170 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in COHR in Q4 2020 and held it in 13 quarters. The position peaked at $13K in Q1 2022. 474 funds tracked by Wall St. Rank hold COHR as of Q1 2024.

Tradition Wealth Management reported no remaining Coherent position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 170 Coherent shares in Q1 2024, an estimated $7K.
Tradition Wealth Management first reported a position in Coherent in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Coherent position peaked at $13K in Q1 2022.
474 funds tracked by Wall St. Rank held Coherent as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.