SPIA
COHR

Steward Partners Investment Advisory’s Coherent Inc COHR Stock Holding History

Steward Partners Investment Advisory’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
-466
Closed -$124K – 3501
2022
Q2 		$124K Hold
466
– – ﹤0.01% 1414
2022
Q1 		$127K Sell
466
-10
-2% -$2.62K ﹤0.01% 1506
2021
Q4 		$127K Buy
476
+30
+7% +$7.74K ﹤0.01% 1491
2021
Q3 		$112K Hold
446
– – ﹤0.01% 1503
2021
Q2 		$118K Hold
446
– – ﹤0.01% 2015
2021
Q1 		$113K Sell
446
-119
-21% -$26.4K ﹤0.01% 1557
2020
Q4 		$85K Sell
565
-31
-5% -$3.97K ﹤0.01% 1433
2020
Q3 		$66K Buy
596
+490
+462% +$59.3K ﹤0.01% 1383
2020
Q2 		$14K Sell
106
-142
-57% -$18.6K ﹤0.01% 1920
2020
Q1 		$26K Buy
248
+192
+343% +$26.9K ﹤0.01% 1514
2019
Q4 		$9K Sell
56
-156
-74% -$24.2K ﹤0.01% 2074
2019
Q3 		$32K Hold
212
– – ﹤0.01% 1553
2019
Q2 		$28K Buy
+212
New +$28.6K ﹤0.01% 1579
2018
Q4 		– Sell
-79
Closed -$14K – 2378
2018
Q3 		$14K Sell
79
-2,277
-97% -$401K ﹤0.01% 1743
2018
Q2 		$369K Buy
2,356
+2,311
+5,136% +$391K 0.02% 529
2018
Q1 		$8K Hold
45
– – ﹤0.01% 1665
2017
Q4 		$12K Buy
+45
New +$12.5K ﹤0.01% 1311
2017
Q3 		– Sell
-10
Closed -$2K – 1799
2017
Q2 		$2K Buy
+10
New +$2.3K ﹤0.01% 1468

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 $245M AUM 15.03% 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

Steward Partners Investment Advisory's COHR Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 466 shares — an estimated $124K sold.

Steward Partners Investment Advisory first reported a position in COHR in Q2 2017 and held it in 18 quarters. The position peaked at $369K in Q2 2018. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Steward Partners Investment Advisory reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 466 Coherent Inc shares in Q3 2022, an estimated $124K.
  • Steward Partners Investment Advisory first reported a position in Coherent Inc in Q2 2017 and held it in 18 quarters.
  • Steward Partners Investment Advisory's Coherent Inc position peaked at $369K in Q2 2018.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.