HFS
COHR

Heritage Financial Services’s Coherent Inc COHR Stock Holding History

Heritage Financial Services’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
-27
Closed -$7K – 546
2022
Q2 		$7K Buy
+27
New +$7.24K ﹤0.01% 332

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

Heritage Financial Services's COHR Position: Q3 2022 in Review

Heritage Financial Services sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 27 shares — an estimated $7K sold.

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

  • Heritage Financial Services reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 27 Coherent Inc shares in Q3 2022, an estimated $7K.
  • Heritage Financial Services first reported a position in Coherent Inc in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Coherent Inc position peaked at $7K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.