Truvestments Capital’s Coherent Inc COHR Stock Holding History

Truvestments Capital’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	-24	Closed	-$6K	–	673
2022 Q2	$6K	Buy	+24	New	+$6.43K	﹤0.01%	472
2022 Q1	–	Sell	-24	Closed	-$6K	–	611
2021 Q4	$6K	Hold	24	–	–	﹤0.01%	472
2021 Q3	$6K	Hold	24	–	–	﹤0.01%	444
2021 Q2	$6K	Hold	24	–	–	﹤0.01%	449
2021 Q1	$6K	Hold	24	–	–	﹤0.01%	515
2020 Q4	$3K	Buy	+24	New	+$3.07K	﹤0.01%	541
2020 Q3	–	Sell	-75	Closed	-$9K	–	598
2020 Q2	$9K	Buy	75 +67	+838%	+$8.77K	0.01%	396
2020 Q1	$0	Buy	+8	New	+$1.12K	﹤0.01%	563
2019 Q4	–	Sell	-91	Closed	-$14K	–	657
2019 Q3	$14K	Sell	91 -13	-13%	-$1.88K	0.01%	464
2019 Q2	$14K	Hold	104	–	–	0.01%	485
2019 Q1	$15K	Buy	+104	New	+$13.2K	0.01%	454
2018 Q3	$70K	Buy	+405	New	+$71.3K	0.03%	319

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

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

Truvestments Capital's COHR Position: Q3 2022 in Review

Truvestments Capital sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 24 shares — an estimated $6K sold.

Truvestments Capital first reported a position in COHR in Q3 2018 and held it in 12 quarters. The position peaked at $70K in Q3 2018. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

Truvestments Capital reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
Truvestments Capital sold 24 Coherent Inc shares in Q3 2022, an estimated $6K.
Truvestments Capital first reported a position in Coherent Inc in Q3 2018 and held it in 12 quarters.
Truvestments Capital's Coherent Inc position peaked at $70K in Q3 2018.
7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Truvestments Capital's 13F filing for Q3 2022, filed 15 Nov 2022.