AF
COHR

Advisornet Financial’s Coherent Inc COHR Stock Holding History

Advisornet Financial’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
2022
Q3 		– Sell
-37
Closed -$10K – 2106
2022
Q2 		$10K Hold
37
– – ﹤0.01% 1358
2022
Q1 		$10K Hold
37
– – ﹤0.01% 1462
2021
Q4 		$10K Hold
37
– – ﹤0.01% 1505
2021
Q3 		$9K Sell
37
-184
-83% -$46.1K ﹤0.01% 1499
2021
Q2 		$58K Hold
221
– – ﹤0.01% 943
2021
Q1 		$56K Hold
221
– – ﹤0.01% 908
2020
Q4 		$33K Hold
221
– – ﹤0.01% 1000
2020
Q3 		$25K Sell
221
-1
-0.5% -$121 ﹤0.01% 1048
2020
Q2 		$29K Sell
222
-136
-38% -$17.8K ﹤0.01% 1002
2020
Q1 		$38K Sell
358
-355
-50% -$49.6K ﹤0.01% 891
2019
Q4 		$119K Sell
713
-90
-11% -$13.9K 0.01% 631
2019
Q3 		$123K Sell
803
-14
-2% -$2.02K 0.01% 618
2019
Q2 		$111K Hold
817
– – 0.01% 579
2019
Q1 		$116K Sell
817
-258
-24% -$32.7K 0.01% 523
2018
Q4 		$114K Buy
1,075
+311
+41% +$39.9K 0.02% 491
2018
Q3 		$132K Sell
764
-11,383
-94% -$2M 0.02% 500
2018
Q2 		$1.9M Buy
12,147
+3,784
+45% +$641K 0.26% 77
2018
Q1 		$1.57M Buy
8,363
+7,407
+775% +$1.79M 0.22% 97
2017
Q4 		$270K Buy
+956
New +$266K 0.04% 304

Other funds holding COHR

WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Advisornet Financial's COHR Position: Q3 2022 in Review

Advisornet Financial sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 37 shares — an estimated $10K sold.

Advisornet Financial first reported a position in COHR in Q4 2017 and held it in 19 quarters. The position peaked at $1.9M in Q2 2018. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Advisornet Financial reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • Advisornet Financial sold 37 Coherent Inc shares in Q3 2022, an estimated $10K.
  • Advisornet Financial first reported a position in Coherent Inc in Q4 2017 and held it in 19 quarters.
  • Advisornet Financial's Coherent Inc position peaked at $1.9M in Q2 2018.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Advisornet Financial's 13F filing for Q3 2022, filed 4 Oct 2022.