Wealthspire Advisors (Maryland)’s Coherent COHR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-171	Closed	-$6K	–	769
2019 Q1	$6K	Hold	171	–	–	﹤0.01%	1727
2018 Q4	$6K	Sell	171 -36	-17%	-$1.34K	﹤0.01%	1642
2018 Q3	$10K	Sell	207 -10	-5%	-$455	﹤0.01%	1510
2018 Q2	$9K	Sell	217 -82	-27%	-$3.62K	﹤0.01%	1574
2018 Q1	$12K	Sell	299 -42	-12%	-$1.82K	﹤0.01%	1486
2017 Q4	$16K	Buy	341 +121	+55%	+$5.43K	﹤0.01%	1394
2017 Q3	$9K	Buy	220 +65	+42%	+$2.42K	﹤0.01%	1604
2017 Q2	$5K	Buy	155 +42	+37%	+$1.36K	﹤0.01%	1751
2017 Q1	$4K	Buy	+113	New	+$3.99K	﹤0.01%	1552
2016 Q2	–	Sell	-130	Closed	-$3K	–	1702
2016 Q1	$3K	Buy	+130	New	+$2.58K	﹤0.01%	1438

Other funds holding COHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s COHR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Coherent (COHR) in Q2 2019, closing a stake of 171 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in COHR in Q1 2016 and held it in 10 quarters. The position peaked at $16K in Q4 2017. 267 funds tracked by Wall St. Rank hold COHR as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Coherent position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 171 Coherent shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in Coherent in Q1 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Coherent position peaked at $16K in Q4 2017.
267 funds tracked by Wall St. Rank held Coherent as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.