EverSource Wealth Advisors’s Coherent Inc COHR Stock Holding History

EverSource Wealth 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	-9	Closed	-$2K	–	2211
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	1611
2022 Q1	$2K	Buy	+9	New	+$2.35K	﹤0.01%	1618

Other funds holding COHR

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 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

EverSource Wealth Advisors's COHR Position: Q3 2022 in Review

EverSource Wealth Advisors sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 9 shares — an estimated $2K sold.

EverSource Wealth Advisors first reported a position in COHR in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

EverSource Wealth Advisors reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
EverSource Wealth Advisors sold 9 Coherent Inc shares in Q3 2022, an estimated $2K.
EverSource Wealth Advisors first reported a position in Coherent Inc in Q1 2022 and held it in 2 quarters.
EverSource Wealth Advisors's Coherent Inc position peaked at $2K in Q2 2022.
7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on EverSource Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.