Spire Wealth Management’s Coherent Inc COHR Stock Holding History

Spire Wealth Management’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	Closed	-$1K	–	2740
2022 Q2	$1K	Buy	+2	New	+$536	﹤0.01%	2636
2021 Q2	–	Sell	-14	Closed	-$4K	–	3087
2021 Q1	$4K	Buy	+14	New	+$3.11K	﹤0.01%	2721

Other funds holding COHR

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Spire Wealth Management's COHR Position: Q3 2022 in Review

Spire Wealth Management sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 2 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in COHR in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

Spire Wealth Management reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 2 Coherent Inc shares in Q3 2022, an estimated $1K.
Spire Wealth Management first reported a position in Coherent Inc in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's Coherent Inc position peaked at $4K in Q1 2021.
7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.