JGIA
COHR

Jackson Grant Investment Advisers’s Coherent Inc COHR Stock Holding History

Jackson Grant Investment Advisers’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
-135
Closed -$36K – 356
2022
Q2 		$36K Hold
135
– – 0.02% 221
2022
Q1 		$37K Hold
135
– – 0.02% 231
2021
Q4 		$36K Hold
135
– – 0.02% 196
2021
Q3 		$34K Hold
135
– – 0.02% 241
2021
Q2 		$36K Hold
135
– – 0.02% 238
2021
Q1 		$34K Hold
135
– – 0.02% 238
2020
Q4 		$20K Buy
+135
New +$17.3K 0.01% 259

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 $245M AUM 15.03% 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

Jackson Grant Investment Advisers's COHR Position: Q3 2022 in Review

Jackson Grant Investment Advisers sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 135 shares — an estimated $36K sold.

Jackson Grant Investment Advisers first reported a position in COHR in Q4 2020 and held it in 7 quarters. The position peaked at $37K in Q1 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Jackson Grant Investment Advisers reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 135 Coherent Inc shares in Q3 2022, an estimated $36K.
  • Jackson Grant Investment Advisers first reported a position in Coherent Inc in Q4 2020 and held it in 7 quarters.
  • Jackson Grant Investment Advisers's Coherent Inc position peaked at $37K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2022, filed 14 Nov 2022.