Bartlett & Co Wealth Management’s Coherent Inc COHR Stock Holding History

Bartlett & Co Wealth Management’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	-300	Closed	-$79.9K	–	1310
2022 Q2	$79.9K	Hold	300	–	–	﹤0.01%	498
2022 Q1	$82K	Buy	+300	New	+$78.5K	﹤0.01%	510

Other funds holding COHR

Waters Parkerson & Co New Orleans, Louisiana $1.95B AUM 15.9% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Bartlett & Co Wealth Management's COHR Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 300 shares — an estimated $79.9K sold.

Bartlett & Co Wealth Management first reported a position in COHR in Q1 2022 and held it in 2 quarters. The position peaked at $82K in Q1 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

Bartlett & Co Wealth Management reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 300 Coherent Inc shares in Q3 2022, an estimated $79.9K.
Bartlett & Co Wealth Management first reported a position in Coherent Inc in Q1 2022 and held it in 2 quarters.
Bartlett & Co Wealth Management's Coherent Inc position peaked at $82K in Q1 2022.
7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.