LPL Financial
COHR

LPL Financial’s Coherent Inc COHR Stock Holding History

LPL Financial’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
-2,684
Closed -$715K – 4591
2022
Q2 		$715K Sell
2,684
-37
-1% -$9.91K ﹤0.01% 2873
2022
Q1 		$744K Sell
2,721
-459
-14% -$120K ﹤0.01% 2868
2021
Q4 		$848K Sell
3,180
-1,785
-36% -$461K ﹤0.01% 2805
2021
Q3 		$1.24M Sell
4,965
-379
-7% -$95.1K ﹤0.01% 2448
2021
Q2 		$1.41M Buy
5,344
+2,627
+97% +$691K ﹤0.01% 2269
2021
Q1 		$687K Sell
2,717
-514
-16% -$114K ﹤0.01% 2742
2020
Q4 		$485K Buy
3,231
+172
+6% +$22K ﹤0.01% 2790
2020
Q3 		$339K Sell
3,059
-40
-1% -$4.84K ﹤0.01% 2813
2020
Q2 		$406K Buy
3,099
+73
+2% +$9.55K ﹤0.01% 2588
2020
Q1 		$322K Sell
3,026
-191
-6% -$26.7K ﹤0.01% 2446
2019
Q4 		$535K Sell
3,217
-1,487
-32% -$230K ﹤0.01% 2322
2019
Q3 		$723K Sell
4,704
-98
-2% -$14.2K ﹤0.01% 1973
2019
Q2 		$655K Buy
4,802
+483
+11% +$65.2K ﹤0.01% 2048
2019
Q1 		$612K Buy
4,319
+943
+28% +$119K ﹤0.01% 2045
2018
Q4 		$357K Sell
3,376
-1,966
-37% -$253K ﹤0.01% 2323
2018
Q3 		$920K Sell
5,342
-942
-15% -$166K ﹤0.01% 1727
2018
Q2 		$983K Buy
6,284
+14
+0.2% +$2.37K ﹤0.01% 1639
2018
Q1 		$1.18M Buy
6,270
+1,472
+31% +$355K ﹤0.01% 1487
2017
Q4 		$1.35M Buy
4,798
+869
+22% +$242K ﹤0.01% 1327
2017
Q3 		$924K Sell
3,929
-164
-4% -$39.6K ﹤0.01% 1500
2017
Q2 		$921K Sell
4,093
-271
-6% -$62.3K ﹤0.01% 1423
2017
Q1 		$888K Sell
4,364
-646
-13% -$113K 0.01% 1334
2016
Q4 		$684K Sell
5,010
-156
-3% -$19K 0.01% 1468
2016
Q3 		$563K Buy
5,166
+2,552
+98% +$264K 0.01% 1606
2016
Q2 		$235K Buy
+2,614
New +$241K ﹤0.01% 2264
2015
Q4 		– Sell
-4,244
Closed -$241K – 3270
2015
Q3 		$241K Buy
4,244
+274
+7% +$16K ﹤0.01% 2382
2015
Q2 		$249K Buy
3,970
+439
+12% +$28.2K ﹤0.01% 2456
2015
Q1 		$227K Buy
+3,531
New +$220K ﹤0.01% 2465

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 $1.12B AUM 21.35% 1-Year Est. Return

LPL Financial's COHR Position: Q3 2022 in Review

LPL Financial sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 2,684 shares — an estimated $715K sold.

LPL Financial first reported a position in COHR in Q1 2015 and held it in 28 quarters. The position peaked at $1.41M in Q2 2021. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • LPL Financial reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • LPL Financial sold 2,684 Coherent Inc shares in Q3 2022, an estimated $715K.
  • LPL Financial first reported a position in Coherent Inc in Q1 2015 and held it in 28 quarters.
  • LPL Financial's Coherent Inc position peaked at $1.41M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on LPL Financial's 13F filing for Q3 2022, filed 14 Nov 2022.