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Abundance Wealth Counselors’s OceanFirst Financial OCFC Stock Holding History

Abundance Wealth Counselors’s Portfolio OCFC Stock Details OCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-203
Closed -$5K – 256
2021
Q1 		$5K Buy
+203
New +$4.37K ﹤0.01% 291

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Goldman Sachs
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State Street
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ECA
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GKIM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Abundance Wealth Counselors's OCFC Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of OceanFirst Financial (OCFC) in Q2 2021, closing a stake of 203 shares — an estimated $5K sold.

Abundance Wealth Counselors first reported a position in OCFC in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 167 funds tracked by Wall St. Rank hold OCFC as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining OceanFirst Financial position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 203 OceanFirst Financial shares in Q2 2021, an estimated $5K.
  • Abundance Wealth Counselors first reported a position in OceanFirst Financial in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's OceanFirst Financial position peaked at $5K in Q1 2021.
  • 167 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.