Key Financial Inc’s Coherent Inc COHR Stock Holding History

Key Financial Inc’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	-39	Closed	-$10K	–	1199
2022 Q2	$10K	Hold	39	–	–	0.01%	648
2022 Q1	$11K	Hold	39	–	–	0.01%	627
2021 Q4	$10K	Hold	39	–	–	0.01%	604
2021 Q3	$10K	Hold	39	–	–	0.01%	590
2021 Q2	$10K	Hold	39	–	–	0.01%	580
2021 Q1	$10K	Hold	39	–	–	0.01%	496
2020 Q4	$6K	Buy	+39	New	+$4.99K	﹤0.01%	541
2020 Q2	–	Sell	-39	Closed	-$4K	–	701
2020 Q1	$4K	Buy	+39	New	+$5.45K	﹤0.01%	544

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

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

Key Financial Inc's COHR Position: Q3 2022 in Review

Key Financial Inc sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 39 shares — an estimated $10K sold.

Key Financial Inc first reported a position in COHR in Q1 2020 and held it in 8 quarters. The position peaked at $11K in Q1 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

Key Financial Inc reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
Key Financial Inc sold 39 Coherent Inc shares in Q3 2022, an estimated $10K.
Key Financial Inc first reported a position in Coherent Inc in Q1 2020 and held it in 8 quarters.
Key Financial Inc's Coherent Inc position peaked at $11K in Q1 2022.
7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Key Financial Inc's 13F filing for Q3 2022, filed 28 Oct 2022.