JMPWA
COHR

JP Morgan Private Wealth Advisors’s Coherent Inc COHR Stock Holding History

JP Morgan Private 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
-3,695
Closed -$984K – 2015
2022
Q2 		$984K Sell
3,695
-350
-9% -$93.8K ﹤0.01% 1156
2022
Q1 		$1.11M Sell
4,045
-57
-1% -$14.9K ﹤0.01% 1174
2021
Q4 		$1.09M Sell
4,102
-271
-6% -$69.9K ﹤0.01% 1200
2021
Q3 		$1.09M Buy
4,373
+58
+1% +$14.5K ﹤0.01% 1169
2021
Q2 		$1.14M Buy
4,315
+566
+15% +$149K ﹤0.01% 1131
2021
Q1 		$948K Buy
3,749
+928
+33% +$206K ﹤0.01% 1063
2020
Q4 		$423K Buy
2,821
+124
+5% +$15.9K ﹤0.01% 1355
2020
Q3 		$299K Sell
2,697
-139
-5% -$16.8K ﹤0.01% 1365
2020
Q2 		$371K Buy
+2,836
New +$371K ﹤0.01% 1225
2020
Q1 		– Sell
-1,302
Closed -$217K – 1569
2019
Q4 		$217K Buy
+1,302
New +$202K ﹤0.01% 1366
2019
Q3 		– Sell
-12,131
Closed -$1.65M – 1500
2019
Q2 		$1.65M Buy
12,131
+5
+0% +$675 0.01% 627
2019
Q1 		$1.72M Buy
12,126
+471
+4% +$59.6K 0.01% 650
2018
Q4 		$1.23M Sell
11,655
-1,238
-10% -$159K 0.01% 694
2018
Q3 		$2.22M Buy
12,893
+110
+0.9% +$19.4K 0.01% 602
2018
Q2 		$2M Buy
12,783
+1,262
+11% +$214K 0.01% 604
2018
Q1 		$2.16M Buy
11,521
+10,782
+1,459% +$2.6M 0.01% 472
2017
Q4 		$208K Buy
+739
New +$206K ﹤0.01% 1177

Other funds holding COHR

WPC
Waters Parkerson & Co New Orleans, Louisiana $1.95B AUM 15.9% 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

JP Morgan Private Wealth Advisors's COHR Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 3,695 shares — an estimated $984K sold.

JP Morgan Private Wealth Advisors first reported a position in COHR in Q4 2017 and held it in 17 quarters. The position peaked at $2.22M in Q3 2018. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,695 Coherent Inc shares in Q3 2022, an estimated $984K.
  • JP Morgan Private Wealth Advisors first reported a position in Coherent Inc in Q4 2017 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's Coherent Inc position peaked at $2.22M in Q3 2018.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.