CAL
COHR

Capital Advisors Ltd’s Coherent Inc COHR Stock Holding History

Capital Advisors Ltd’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
-2
Closed -$1K – 1647
2022
Q2 		$1K Buy
+2
New +$536 ﹤0.01% 952

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 $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

Capital Advisors Ltd's COHR Position: Q3 2022 in Review

Capital Advisors Ltd sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 2 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in COHR in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Capital Advisors Ltd reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 2 Coherent Inc shares in Q3 2022, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Coherent Inc in Q2 2022 and held it in 1 quarter.
  • Capital Advisors Ltd's Coherent Inc position peaked at $1K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

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