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Amplius Wealth Advisors’s OceanFirst Financial OCFC Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-116
Closed -$2K – 670
2021
Q4 		$2K Buy
+116
New +$2.53K ﹤0.01% 850

Other funds holding OCFC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amplius Wealth Advisors's OCFC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of OceanFirst Financial (OCFC) in Q1 2022, closing a stake of 116 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in OCFC in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 188 funds tracked by Wall St. Rank hold OCFC as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining OceanFirst Financial position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 116 OceanFirst Financial shares in Q1 2022, an estimated $2K.
  • Amplius Wealth Advisors first reported a position in OceanFirst Financial in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's OceanFirst Financial position peaked at $2K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.