BIA
COHR

Bell Investment Advisors’s Coherent Inc COHR Stock Holding History

Bell Investment Advisors’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
-11
Closed -$3K – 2054
2022
Q2 		$3K Buy
+11
New +$2.95K ﹤0.01% 1067
2021
Q4 		$2K Buy
9
+6
+200% +$1.55K ﹤0.01% 1294
2021
Q3 		$1K Buy
+3
New +$752 ﹤0.01% 1683

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

Bell Investment Advisors's COHR Position: Q3 2022 in Review

Bell Investment Advisors sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 11 shares — an estimated $3K sold.

Bell Investment Advisors first reported a position in COHR in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Bell Investment Advisors reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 11 Coherent Inc shares in Q3 2022, an estimated $3K.
  • Bell Investment Advisors first reported a position in Coherent Inc in Q3 2021 and held it in 3 quarters.
  • Bell Investment Advisors's Coherent Inc position peaked at $3K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Bell Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.