AWS
COHR

Atria Wealth Solutions’s Coherent Inc COHR Stock Holding History

Atria Wealth Solutions’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
-1,127
Closed -$300K – 1892
2022
Q2 		$300K Sell
1,127
-917
-45% -$246K 0.01% 1216
2022
Q1 		$559K Buy
+2,044
New +$535K 0.01% 1002

Other funds holding COHR

WPC
Waters Parkerson & Co New Orleans, Louisiana $1.95B AUM 15.9% 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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Atria Wealth Solutions's COHR Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 1,127 shares — an estimated $300K sold.

Atria Wealth Solutions first reported a position in COHR in Q1 2022 and held it in 2 quarters. The position peaked at $559K in Q1 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,127 Coherent Inc shares in Q3 2022, an estimated $300K.
  • Atria Wealth Solutions first reported a position in Coherent Inc in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Coherent Inc position peaked at $559K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.