PWMG
COHR

Prestige Wealth Management Group’s Coherent Inc COHR Stock Holding History

Prestige Wealth Management Group’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
-19
Closed -$5K – 1114
2022
Q2 		$5K Buy
19
+5
+36% +$1.34K ﹤0.01% 615
2022
Q1 		$4K Hold
14
– – ﹤0.01% 692
2021
Q4 		$4K Hold
14
– – ﹤0.01% 706
2021
Q3 		$4K Hold
14
– – ﹤0.01% 708
2021
Q2 		$4K Hold
14
– – ﹤0.01% 706
2021
Q1 		$4K Hold
14
– – ﹤0.01% 701
2020
Q4 		$2K Hold
14
– – ﹤0.01% 806
2020
Q3 		$2K Hold
14
– – ﹤0.01% 726
2020
Q2 		$2K Hold
14
– – ﹤0.01% 719
2020
Q1 		$1K Buy
+14
New +$1.96K ﹤0.01% 877
2019
Q1 		– Sell
-14
Closed -$1K – 1219
2018
Q4 		$1K Buy
+14
New +$1.8K ﹤0.01% 1178

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
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

Prestige Wealth Management Group's COHR Position: Q3 2022 in Review

Prestige Wealth Management Group sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 19 shares — an estimated $5K sold.

Prestige Wealth Management Group first reported a position in COHR in Q4 2018 and held it in 11 quarters. The position peaked at $5K in Q2 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Prestige Wealth Management Group reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 19 Coherent Inc shares in Q3 2022, an estimated $5K.
  • Prestige Wealth Management Group first reported a position in Coherent Inc in Q4 2018 and held it in 11 quarters.
  • Prestige Wealth Management Group's Coherent Inc position peaked at $5K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Prestige Wealth Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.