MWP
OCFC icon

Meridian Wealth Partners’s OceanFirst Financial OCFC Stock Holding History

Meridian Wealth Partners’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
-166
Closed -$4K – 883
2021
Q1 		$4K Buy
+166
New +$3.57K ﹤0.01% 780

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

Meridian Wealth Partners's OCFC Position: Q2 2021 in Review

Meridian Wealth Partners sold out of OceanFirst Financial (OCFC) in Q2 2021, closing a stake of 166 shares — an estimated $4K sold.

Meridian Wealth Partners first reported a position in OCFC in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 167 funds tracked by Wall St. Rank hold OCFC as of Q2 2021.

  • Meridian Wealth Partners reported no remaining OceanFirst Financial position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 166 OceanFirst Financial shares in Q2 2021, an estimated $4K.
  • Meridian Wealth Partners first reported a position in OceanFirst Financial in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners'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 Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.