Willow Creek Wealth Management’s Coherent Inc COHR Stock Holding History

Willow Creek 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	-900	Closed	-$240K	–	134
2022 Q2	$240K	Hold	900	–	–	0.04%	109
2022 Q1	$246K	Hold	900	–	–	0.05%	106
2021 Q4	$240K	Hold	900	–	–	0.05%	114
2021 Q3	$225K	Hold	900	–	–	0.05%	107
2021 Q2	$238K	Buy	+900	New	+$237K	0.06%	100

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

Willow Creek Wealth Management's COHR Position: Q3 2022 in Review

Willow Creek Wealth Management sold out of Coherent Inc (COHR) in Q3 2022, closing a stake of 900 shares — an estimated $240K sold.

Willow Creek Wealth Management first reported a position in COHR in Q2 2021 and held it in 5 quarters. The position peaked at $246K in Q1 2022. 7 funds tracked by Wall St. Rank hold COHR as of Q3 2022.

Willow Creek Wealth Management reported no remaining Coherent Inc position as of Q3 2022 after selling out during the quarter.
Willow Creek Wealth Management sold 900 Coherent Inc shares in Q3 2022, an estimated $240K.
Willow Creek Wealth Management first reported a position in Coherent Inc in Q2 2021 and held it in 5 quarters.
Willow Creek Wealth Management's Coherent Inc position peaked at $246K in Q1 2022.
7 funds tracked by Wall St. Rank held Coherent Inc as of Q3 2022.

Based on Willow Creek Wealth Management's 13F filing for Q3 2022, filed 31 Oct 2022.