WAM
COHR

Wealthspire Advisors (Maryland)’s Coherent Inc 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
-25
Closed -$4K – 2288
2019
Q1 		$4K Hold
25
– – ﹤0.01% 1948
2018
Q4 		$3K Buy
25
+4
+19% +$514 ﹤0.01% 2021
2018
Q3 		$4K Buy
21
+8
+62% +$1.41K ﹤0.01% 1962
2018
Q2 		$2K Sell
13
-4
-24% -$678 ﹤0.01% 2229
2018
Q1 		$3K Sell
17
-20
-54% -$4.82K ﹤0.01% 2089
2017
Q4 		$10K Buy
37
+8
+28% +$2.23K ﹤0.01% 1601
2017
Q3 		$7K Hold
29
– – ﹤0.01% 1708
2017
Q2 		$7K Buy
+29
New +$6.66K ﹤0.01% 1677

Other funds holding COHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Coherent Inc (COHR) in Q2 2019, closing a stake of 25 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in COHR in Q2 2017 and held it in 8 quarters. The position peaked at $10K in Q4 2017. 286 funds tracked by Wall St. Rank hold COHR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Coherent Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 25 Coherent Inc shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Coherent Inc in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Coherent Inc position peaked at $10K in Q4 2017.
  • 286 funds tracked by Wall St. Rank held Coherent Inc as of Q2 2019.

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