TWM
COHR

TriaGen Wealth Management’s Coherent Inc COHR Stock Holding History

TriaGen 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
-1,118
Closed -$298K – 183
2022
Q2 		$298K Sell
1,118
-12
-1% -$3.22K 0.21% 112
2022
Q1 		$309K Sell
1,130
-76
-6% -$19.9K 0.16% 132
2021
Q4 		$321K Sell
1,206
-3
-0.2% -$774 0.16% 136
2021
Q3 		$302K Sell
1,209
-8
-0.7% -$2.01K 0.16% 144
2021
Q2 		$299K Sell
1,217
-5
-0.4% -$1.31K 0.15% 148
2021
Q1 		$309K Buy
+1,222
New +$271K 0.18% 128

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 $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 $1.25B AUM 29.12% 1-Year Est. Return

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

TriaGen Wealth Management sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 1,118 shares — an estimated $298K sold.

TriaGen Wealth Management first reported a position in COHR in Q1 2021 and held it in 6 quarters. The position peaked at $321K in Q4 2021. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

  • TriaGen Wealth Management reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 1,118 Coherent Inc shares in Q3 2022, an estimated $298K.
  • TriaGen Wealth Management first reported a position in Coherent Inc in Q1 2021 and held it in 6 quarters.
  • TriaGen Wealth Management's Coherent Inc position peaked at $321K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on TriaGen Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.