AWM
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Avior Wealth Management’s OceanFirst Financial OCFC Stock Holding History

Avior Wealth Management’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
-11
Closed -$180 – 3233
2024
Q1 		$180 Buy
+11
New +$177 ﹤0.01% 2919

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
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Goldman Sachs
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Avior Wealth Management's OCFC Position: Q2 2024 in Review

Avior Wealth Management sold out of OceanFirst Financial (OCFC) in Q2 2024, closing a stake of 11 shares — an estimated $180 sold.

Avior Wealth Management first reported a position in OCFC in Q1 2024 and held it in 1 quarter. The position peaked at $180 in Q1 2024. 183 funds tracked by Wall St. Rank hold OCFC as of Q2 2024.

  • Avior Wealth Management reported no remaining OceanFirst Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11 OceanFirst Financial shares in Q2 2024, an estimated $180.
  • Avior Wealth Management first reported a position in OceanFirst Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's OceanFirst Financial position peaked at $180 in Q1 2024.
  • 183 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.