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WR Wealth Planners’s Coherent COHR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$37.9K Sell
400
-49
-11% -$4.9K 0.01% 349
2024
Q3 		$39.9K Sell
449
-600
-57% -$44.8K 0.01% 369
2024
Q2 		$76K Hold
1,049
– – 0.02% 278
2024
Q1 		$63.6K Buy
+1,049
New +$57.5K 0.02% 303
2023
Q4 		– Sell
-1,449
Closed -$47.3K – 310
2023
Q3 		$47.3K Hold
1,449
– – 0.02% 321
2023
Q2 		$73.9K Hold
1,449
– – 0.03% 275
2023
Q1 		$55.2K Buy
+1,449
New +$59K 0.02% 310

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's COHR Position: Q4 2024 in Review

WR Wealth Planners reduced its Coherent (COHR) stake by 11% in Q4 2024, selling an estimated $4.9K and leaving 400 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #349.

WR Wealth Planners first reported a position in COHR in Q1 2023 and has held it in 7 quarters since. The position peaked at $76K in Q2 2024. 629 funds tracked by Wall St. Rank hold COHR as of Q4 2024.

  • WR Wealth Planners held 400 shares of Coherent worth $37.9K as of Q4 2024.
  • WR Wealth Planners sold 49 Coherent shares in Q4 2024, an estimated $4.9K.
  • Coherent made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #349 holding.
  • WR Wealth Planners first reported a position in Coherent in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Coherent position peaked at $76K in Q2 2024.
  • 629 funds tracked by Wall St. Rank held Coherent as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.