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TRUE Private Wealth Advisors’s Coherent COHR Stock Holding History

TRUE Private 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
2020
Q3 		– Sell
-400
Closed -$18K – 698
2020
Q2 		$18K Buy
+400
New +$15.9K ﹤0.01% 418

Other funds holding COHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

TRUE Private Wealth Advisors's COHR Position: Q3 2020 in Review

TRUE Private Wealth Advisors sold out of Coherent (COHR) in Q3 2020, closing a stake of 400 shares — an estimated $18K sold.

TRUE Private Wealth Advisors first reported a position in COHR in Q2 2020 and held it in 1 quarter. The position peaked at $18K in Q2 2020. 319 funds tracked by Wall St. Rank hold COHR as of Q3 2020.

  • TRUE Private Wealth Advisors reported no remaining Coherent position as of Q3 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 400 Coherent shares in Q3 2020, an estimated $18K.
  • TRUE Private Wealth Advisors first reported a position in Coherent in Q2 2020 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Coherent position peaked at $18K in Q2 2020.
  • 319 funds tracked by Wall St. Rank held Coherent as of Q3 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.