Plante Moran Financial Advisors’s Coherent Inc COHR Stock Holding History

Plante Moran Financial 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	-219	Closed	-$58K	–	1118
2022 Q2	$58K	Hold	219	–	–	0.01%	294
2022 Q1	$60K	Hold	219	–	–	0.01%	306
2021 Q4	$58K	Hold	219	–	–	0.01%	337
2021 Q3	$55K	Hold	219	–	–	0.01%	366
2021 Q2	$58K	Hold	219	–	–	0.01%	339
2021 Q1	$55K	Buy	+219	New	+$48.6K	0.02%	343

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

Plante Moran Financial Advisors's COHR Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 219 shares — an estimated $58K sold.

Plante Moran Financial Advisors first reported a position in COHR in Q1 2021 and held it in 6 quarters. The position peaked at $60K in Q1 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

Plante Moran Financial Advisors reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 219 Coherent Inc shares in Q3 2022, an estimated $58K.
Plante Moran Financial Advisors first reported a position in Coherent Inc in Q1 2021 and held it in 6 quarters.
Plante Moran Financial Advisors's Coherent Inc position peaked at $60K in Q1 2022.
7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.