SWA
COHR

Sutton Wealth Advisors’s Coherent Inc COHR Stock Holding History

Sutton 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
-3
Closed -$799 – 1753
2022
Q2 		$799 Hold
3
– – ﹤0.01% 1349
2022
Q1 		$820 Hold
3
– – ﹤0.01% 1389
2021
Q4 		$800 Buy
+3
New +$774 ﹤0.01% 1385
2018
Q1 		– Sell
-36
Closed -$10.2K – 1161
2017
Q4 		$10.2K Sell
36
-17
-32% -$4.73K 0.01% 773
2017
Q3 		$12.5K Sell
53
-30
-36% -$7.24K 0.01% 707
2017
Q2 		$18.7K Sell
83
-38
-31% -$8.73K 0.01% 554
2017
Q1 		$24.9K Sell
121
-357
-75% -$62.4K 0.02% 433
2016
Q4 		$65.7K Hold
478
– – 0.06% 220
2016
Q3 		$52.8K Hold
478
– – 0.05% 247
2016
Q2 		$43.9K Hold
478
– – 0.04% 262
2016
Q1 		$43.9K Buy
+478
New +$36.8K 0.04% 264

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

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

Sutton Wealth Advisors sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 3 shares — an estimated $799 sold.

Sutton Wealth Advisors first reported a position in COHR in Q1 2016 and held it in 11 quarters. The position peaked at $65.7K in Q4 2016. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • Sutton Wealth Advisors reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3 Coherent Inc shares in Q3 2022, an estimated $799.
  • Sutton Wealth Advisors first reported a position in Coherent Inc in Q1 2016 and held it in 11 quarters.
  • Sutton Wealth Advisors's Coherent Inc position peaked at $65.7K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.