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Capital Performance Advisors’s OceanFirst Financial OCFC Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1,343
Closed -$25K – 1856
2024
Q3 		$25K Buy
+1,343
New +$23.1K 0.01% 532

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Performance Advisors's OCFC Position: Q4 2024 in Review

Capital Performance Advisors sold out of OceanFirst Financial (OCFC) in Q4 2024, closing a stake of 1,343 shares — an estimated $25K sold.

Capital Performance Advisors first reported a position in OCFC in Q3 2024 and held it in 1 quarter. The position peaked at $25K in Q3 2024. 197 funds tracked by Wall St. Rank hold OCFC as of Q4 2024.

  • Capital Performance Advisors reported no remaining OceanFirst Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,343 OceanFirst Financial shares in Q4 2024, an estimated $25K.
  • Capital Performance Advisors first reported a position in OceanFirst Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's OceanFirst Financial position peaked at $25K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.