EI
COHR

Ellevest Inc’s Coherent Inc COHR Stock Holding History

Ellevest Inc’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 – 1980
2022
Q2 		$3K Buy
+11
New +$2.95K ﹤0.01% 1129

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

Ellevest Inc's COHR Position: Q3 2022 in Review

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

Ellevest Inc first reported a position in COHR in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Ellevest Inc reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 11 Coherent Inc shares in Q3 2022, an estimated $3K.
  • Ellevest Inc first reported a position in Coherent Inc in Q2 2022 and held it in 1 quarter.
  • Ellevest Inc'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 Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.