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U.S. Capital Wealth Advisors’s Coherent COHR Stock Holding History

U.S. Capital 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
-10
Closed -$351 – 809
2022
Q4 		$351 Buy
+10
New +$348 ﹤0.01% 1582

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

U.S. Capital Wealth Advisors's COHR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Coherent (COHR) in Q1 2023, closing a stake of 10 shares — an estimated $351 sold.

U.S. Capital Wealth Advisors first reported a position in COHR in Q4 2022 and held it in 1 quarter. The position peaked at $351 in Q4 2022. 429 funds tracked by Wall St. Rank hold COHR as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Coherent position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 10 Coherent shares in Q1 2023, an estimated $351.
  • U.S. Capital Wealth Advisors first reported a position in Coherent in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Coherent position peaked at $351 in Q4 2022.
  • 429 funds tracked by Wall St. Rank held Coherent as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.