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Venturi Wealth Management’s Coherent COHR Stock Holding History

Venturi 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
2025
Q1 		– Sell
-116
Closed -$11K – 822
2024
Q4 		$11K Buy
116
+38
+49% +$3.8K ﹤0.01% 1408
2024
Q3 		$6.93K Buy
+78
New +$5.83K ﹤0.01% 1295

Other funds holding COHR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's COHR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Coherent (COHR) in Q1 2025, closing a stake of 116 shares — an estimated $11K sold.

Venturi Wealth Management first reported a position in COHR in Q3 2024 and held it in 2 quarters. The position peaked at $11K in Q4 2024. 581 funds tracked by Wall St. Rank hold COHR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Coherent position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 116 Coherent shares in Q1 2025, an estimated $11K.
  • Venturi Wealth Management first reported a position in Coherent in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Coherent position peaked at $11K in Q4 2024.
  • 581 funds tracked by Wall St. Rank held Coherent as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.