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Tyler-Stone Wealth Management’s Coherent COHR Stock Holding History

Tyler-Stone 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
2022
Q4 		$4K Hold
114
– – ﹤0.01% 680
2022
Q3 		$4K Hold
114
– – ﹤0.01% 663
2022
Q2 		$6K Hold
114
– – ﹤0.01% 628
2022
Q1 		$8K Sell
114
-24
-17% -$1.63K ﹤0.01% 603
2021
Q4 		$9K Buy
+138
New +$8.68K ﹤0.01% 626

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

Tyler-Stone Wealth Management's COHR Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its Coherent (COHR) position steady in Q4 2022 at 114 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Tyler-Stone Wealth Management first reported a position in COHR in Q4 2021 and has held it in 5 quarters since. The position peaked at $9K in Q4 2021. 431 funds tracked by Wall St. Rank hold COHR as of Q4 2022.

  • Tyler-Stone Wealth Management held 114 shares of Coherent worth $4K as of Q4 2022.
  • Tyler-Stone Wealth Management left its Coherent share count unchanged in Q4 2022.
  • Coherent made up ﹤0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #680 holding.
  • Tyler-Stone Wealth Management first reported a position in Coherent in Q4 2021 and has held it in 5 quarters since.
  • Tyler-Stone Wealth Management's Coherent position peaked at $9K in Q4 2021.
  • 431 funds tracked by Wall St. Rank held Coherent as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.