Carson Wealth (CWM LLC)
COHR

Carson Wealth (CWM LLC)’s Coherent Inc COHR Stock Holding History

Carson Wealth (CWM LLC)’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
-35
Closed -$9K – 4346
2022
Q2 		$9K Buy
35
+12
+52% +$3.22K ﹤0.01% 2678
2022
Q1 		$6K Hold
23
– – ﹤0.01% 2801
2021
Q4 		$6K Buy
+23
New +$5.93K ﹤0.01% 2684
2021
Q2 		$6K Hold
22
– – ﹤0.01% 2327
2021
Q1 		$6K Hold
22
– – ﹤0.01% 2326
2020
Q4 		$6K Hold
22
– – ﹤0.01% 2325
2020
Q3 		$6K Hold
22
– – ﹤0.01% 2325
2020
Q2 		$6K Hold
22
– – ﹤0.01% 2325
2020
Q1 		$6K Hold
22
– – ﹤0.01% 2325
2019
Q4 		$6K Hold
22
– – ﹤0.01% 2325
2019
Q3 		$6K Hold
22
– – ﹤0.01% 2324
2019
Q2 		$6K Hold
22
– – ﹤0.01% 2324
2019
Q1 		$6K Buy
22
+14
+175% +$1.77K ﹤0.01% 2323
2018
Q4 		$1K Sell
8
-12
-60% -$1.54K ﹤0.01% 2039
2018
Q3 		$3K Hold
20
– – ﹤0.01% 1486
2018
Q2 		$3K Hold
20
– – ﹤0.01% 1328
2018
Q1 		$4K Buy
20
+8
+67% +$1.93K ﹤0.01% 1072
2017
Q4 		$3K Hold
12
– – ﹤0.01% 1237
2017
Q3 		$3K Hold
12
– – ﹤0.01% 1243
2017
Q2 		$3K Hold
12
– – ﹤0.01% 982
2017
Q1 		$2K Buy
+12
New +$2.1K ﹤0.01% 1015

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 $1.12B AUM 21.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COHR Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 35 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in COHR in Q1 2017 and held it in 21 quarters. The position peaked at $9K in Q2 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 35 Coherent Inc shares in Q3 2022, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in Coherent Inc in Q1 2017 and held it in 21 quarters.
  • Carson Wealth (CWM LLC)'s Coherent Inc position peaked at $9K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.