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Advisornet Financial’s OceanFirst Financial OCFC Stock Holding History

Advisornet Financial’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
2024
Q2 		– Sell
-65
Closed -$1.07K – 2157
2024
Q1 		$1.07K Buy
+65
New +$1.05K ﹤0.01% 1743

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisornet Financial's OCFC Position: Q2 2024 in Review

Advisornet Financial sold out of OceanFirst Financial (OCFC) in Q2 2024, closing a stake of 65 shares — an estimated $1.07K sold.

Advisornet Financial first reported a position in OCFC in Q1 2024 and held it in 1 quarter. The position peaked at $1.07K in Q1 2024. 183 funds tracked by Wall St. Rank hold OCFC as of Q2 2024.

  • Advisornet Financial reported no remaining OceanFirst Financial position as of Q2 2024 after selling out during the quarter.
  • Advisornet Financial sold 65 OceanFirst Financial shares in Q2 2024, an estimated $1.07K.
  • Advisornet Financial first reported a position in OceanFirst Financial in Q1 2024 and held it in 1 quarter.
  • Advisornet Financial's OceanFirst Financial position peaked at $1.07K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.