Glassman Wealth Services’s OceanFirst Financial OCFC Stock Holding History

Glassman Wealth 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
2023 Q2	–	Sell	-38	Closed	-$702	–	1981
2023 Q1	$702	Hold	38	–	–	﹤0.01%	1549
2022 Q4	$808	Hold	38	–	–	﹤0.01%	1491
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	1473
2022 Q2	$1K	Hold	38	–	–	﹤0.01%	1482
2022 Q1	$1K	Hold	38	–	–	﹤0.01%	1468
2021 Q4	$1K	Hold	38	–	–	﹤0.01%	1446
2021 Q3	$1K	Hold	38	–	–	﹤0.01%	1415
2021 Q2	$1K	Hold	38	–	–	﹤0.01%	1342
2021 Q1	$1K	Hold	38	–	–	﹤0.01%	1293
2020 Q4	$1K	Hold	38	–	–	﹤0.01%	1254
2020 Q3	$1K	Hold	38	–	–	﹤0.01%	1205
2020 Q2	$1K	Buy	+38	New	+$608	﹤0.01%	1077
2019 Q3	–	Sell	-1	Closed	–	–	1279
2019 Q2	$0	Buy	+1	New	+$25	﹤0.01%	1279

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glassman Wealth Services's OCFC Position: Q2 2023 in Review

Glassman Wealth Services sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 38 shares — an estimated $702 sold.

Glassman Wealth Services first reported a position in OCFC in Q2 2019 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

Glassman Wealth Services reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 38 OceanFirst Financial shares in Q2 2023, an estimated $702.
Glassman Wealth Services first reported a position in OceanFirst Financial in Q2 2019 and held it in 13 quarters.
Glassman Wealth Services's OceanFirst Financial position peaked at $1K in Q3 2022.
171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.