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Compass Wealth Management’s OceanFirst Financial OCFC Stock Holding History

Compass 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
Q4 		– Sell
-1,000
Closed -$18.6K – 401
2024
Q3 		$18.6K Hold
1,000
– – ﹤0.01% 329
2024
Q2 		$15.9K Buy
+1,000
New +$15.1K ﹤0.01% 341

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

Compass Wealth Management's OCFC Position: Q4 2024 in Review

Compass Wealth Management sold out of OceanFirst Financial (OCFC) in Q4 2024, closing a stake of 1,000 shares — an estimated $18.6K sold.

Compass Wealth Management first reported a position in OCFC in Q2 2024 and held it in 2 quarters. The position peaked at $18.6K in Q3 2024. 197 funds tracked by Wall St. Rank hold OCFC as of Q4 2024.

  • Compass Wealth Management reported no remaining OceanFirst Financial position as of Q4 2024 after selling out during the quarter.
  • Compass Wealth Management sold 1,000 OceanFirst Financial shares in Q4 2024, an estimated $18.6K.
  • Compass Wealth Management first reported a position in OceanFirst Financial in Q2 2024 and held it in 2 quarters.
  • Compass Wealth Management's OceanFirst Financial position peaked at $18.6K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2024.

Based on Compass Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.