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Capital Asset Advisory Services’s OceanFirst Financial OCFC Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-134
Closed -$2K – 1232
2020
Q4 		$2K Buy
+134
New +$2.19K ﹤0.01% 1456

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ECA
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Geode Capital Management
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Capital Asset Advisory Services's OCFC Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of OceanFirst Financial (OCFC) in Q1 2021, closing a stake of 134 shares — an estimated $2K sold.

Capital Asset Advisory Services first reported a position in OCFC in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 161 funds tracked by Wall St. Rank hold OCFC as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining OceanFirst Financial position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 134 OceanFirst Financial shares in Q1 2021, an estimated $2K.
  • Capital Asset Advisory Services first reported a position in OceanFirst Financial in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's OceanFirst Financial position peaked at $2K in Q4 2020.
  • 161 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.