IEQ Capital’s Coherent Inc COHR Stock Holding History

IEQ Capital’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	-825	Closed	-$220K	–	896
2022 Q2	$220K	Buy	+825	New	+$221K	0.01%	702
2021 Q3	–	Sell	-814	Closed	-$215K	–	709
2021 Q2	$215K	Buy	+814	New	+$214K	0.01%	569

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

IEQ Capital's COHR Position: Q3 2022 in Review

IEQ Capital sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 825 shares — an estimated $220K sold.

IEQ Capital first reported a position in COHR in Q2 2021 and held it in 2 quarters. The position peaked at $220K in Q2 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

IEQ Capital reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
IEQ Capital sold 825 Coherent Inc shares in Q3 2022, an estimated $220K.
IEQ Capital first reported a position in Coherent Inc in Q2 2021 and held it in 2 quarters.
IEQ Capital's Coherent Inc position peaked at $220K in Q2 2022.
7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on IEQ Capital's 13F filing for Q3 2022, filed 4 Nov 2022.