SWA
COHR

SOA Wealth Advisors’s Coherent Inc COHR Stock Holding History

SOA 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
-400
Closed -$106K – 1036
2022
Q2 		$106K Hold
400
– – 0.03% 197
2022
Q1 		$109K Buy
+400
New +$105K 0.03% 222
2021
Q4 		– Sell
-400
Closed -$100K – 1015
2021
Q3 		$100K Hold
400
– – 0.03% 217
2021
Q2 		$105K Buy
+400
New +$105K 0.03% 209

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

SOA Wealth Advisors's COHR Position: Q3 2022 in Review

SOA Wealth Advisors sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 400 shares — an estimated $106K sold.

SOA Wealth Advisors first reported a position in COHR in Q2 2021 and held it in 4 quarters. The position peaked at $109K in Q1 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • SOA Wealth Advisors reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 400 Coherent Inc shares in Q3 2022, an estimated $106K.
  • SOA Wealth Advisors first reported a position in Coherent Inc in Q2 2021 and held it in 4 quarters.
  • SOA Wealth Advisors's Coherent Inc position peaked at $109K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.