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International Assets Investment Management’s OceanFirst Financial OCFC Stock Holding History

International Assets Investment 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
2021
Q2 		– Sell
-200
Closed -$4K – 1442
2021
Q1 		$4K Hold
200
– – ﹤0.01% 1865
2020
Q4 		$4K Buy
+200
New +$3.27K ﹤0.01% 1718

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

International Assets Investment Management's OCFC Position: Q2 2021 in Review

International Assets Investment Management sold out of OceanFirst Financial (OCFC) in Q2 2021, closing a stake of 200 shares — an estimated $4K sold.

International Assets Investment Management first reported a position in OCFC in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 167 funds tracked by Wall St. Rank hold OCFC as of Q2 2021.

  • International Assets Investment Management reported no remaining OceanFirst Financial position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 200 OceanFirst Financial shares in Q2 2021, an estimated $4K.
  • International Assets Investment Management first reported a position in OceanFirst Financial in Q4 2020 and held it in 2 quarters.
  • International Assets Investment Management's OceanFirst Financial position peaked at $4K in Q1 2021.
  • 167 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.