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Atlas Private Wealth Advisors’s OceanFirst Financial OCFC Stock Holding History

Atlas Private 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
2020
Q3 		– Sell
-731
Closed -$13K – 707
2020
Q2 		$13K Buy
+731
New +$11.7K 0.01% 370

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FCM
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Wellington Management Group
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlas Private Wealth Advisors's OCFC Position: Q3 2020 in Review

Atlas Private Wealth Advisors sold out of OceanFirst Financial (OCFC) in Q3 2020, closing a stake of 731 shares — an estimated $13K sold.

Atlas Private Wealth Advisors first reported a position in OCFC in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 153 funds tracked by Wall St. Rank hold OCFC as of Q3 2020.

  • Atlas Private Wealth Advisors reported no remaining OceanFirst Financial position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 731 OceanFirst Financial shares in Q3 2020, an estimated $13K.
  • Atlas Private Wealth Advisors first reported a position in OceanFirst Financial in Q2 2020 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's OceanFirst Financial position peaked at $13K in Q2 2020.
  • 153 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.