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Dakota Wealth Management’s OceanFirst Financial OCFC Stock Holding History

Dakota 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
2023
Q1 		– Sell
-10,776
Closed -$229K – 641
2022
Q4 		$229K Buy
10,776
+431
+4% +$9.41K 0.02% 513
2022
Q3 		$193K Sell
10,345
-677
-6% -$13.5K 0.02% 509
2022
Q2 		$211K Buy
+11,022
New +$211K 0.02% 439

Other funds holding OCFC

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dakota Wealth Management's OCFC Position: Q1 2023 in Review

Dakota Wealth Management sold out of OceanFirst Financial (OCFC) in Q1 2023, closing a stake of 10,776 shares — an estimated $229K sold.

Dakota Wealth Management first reported a position in OCFC in Q2 2022 and held it in 3 quarters. The position peaked at $229K in Q4 2022. 194 funds tracked by Wall St. Rank hold OCFC as of Q1 2023.

  • Dakota Wealth Management reported no remaining OceanFirst Financial position as of Q1 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 10,776 OceanFirst Financial shares in Q1 2023, an estimated $229K.
  • Dakota Wealth Management first reported a position in OceanFirst Financial in Q2 2022 and held it in 3 quarters.
  • Dakota Wealth Management's OceanFirst Financial position peaked at $229K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2023.

Based on Dakota Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.