TCI Wealth Advisors’s Coherent Inc COHR Stock Holding History

TCI 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	-7	Closed	-$2K	–	2729
2022 Q2	$2K	Hold	7	–	–	﹤0.01%	2074
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	2051
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	2143
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	2214
2021 Q2	$2K	Hold	7	–	–	﹤0.01%	2152
2021 Q1	$2K	Hold	7	–	–	﹤0.01%	1989
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	1505
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	1494
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	1411
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	1406
2019 Q4	$1K	Sell	7 -3	-30%	-$465	﹤0.01%	1487
2019 Q3	$2K	Buy	10 +3	+43%	+$434	﹤0.01%	1186
2019 Q2	$1K	Hold	7	–	–	﹤0.01%	1366
2019 Q1	$1K	Hold	7	–	–	﹤0.01%	1358
2018 Q4	$1K	Sell	7 -2	-22%	-$257	﹤0.01%	1369
2018 Q3	$2K	Hold	9	–	–	﹤0.01%	1111
2018 Q2	$1K	Sell	9 -18	-67%	-$3.05K	﹤0.01%	1435
2018 Q1	$5K	Buy	27 +18	+200%	+$4.34K	﹤0.01%	753
2017 Q4	$3K	Hold	9	–	–	﹤0.01%	949
2017 Q3	$2K	Hold	9	–	–	﹤0.01%	1022
2017 Q2	$2K	Hold	9	–	–	﹤0.01%	1048
2017 Q1	$2K	Hold	9	–	–	﹤0.01%	1000
2016 Q4	$1K	Hold	9	–	–	﹤0.01%	1279
2016 Q3	$1K	Hold	9	–	–	﹤0.01%	1264
2016 Q2	$1K	Hold	9	–	–	﹤0.01%	1198
2016 Q1	$1K	Buy	+9	New	+$693	﹤0.01%	1204

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

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

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

TCI Wealth Advisors sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 7 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in COHR in Q1 2016 and held it in 26 quarters. The position peaked at $5K in Q1 2018. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

TCI Wealth Advisors reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 7 Coherent Inc shares in Q3 2022, an estimated $2K.
TCI Wealth Advisors first reported a position in Coherent Inc in Q1 2016 and held it in 26 quarters.
TCI Wealth Advisors's Coherent Inc position peaked at $5K in Q1 2018.
7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.