Parisi Gray Wealth Management’s OceanFirst Financial OCFC Stock Holding History

Parisi Gray 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
2021 Q3	–	Sell	-677	Closed	-$14K	–	400
2021 Q2	$14K	Buy	+677	New	+$15.2K	0.01%	407
2019 Q2	–	Sell	-465	Closed	-$11K	–	334
2019 Q1	$11K	Hold	465	–	–	0.01%	376
2018 Q4	$10K	Hold	465	–	–	0.01%	390
2018 Q3	$13K	Hold	465	–	–	0.01%	375
2018 Q2	$14K	Hold	465	–	–	0.01%	375
2018 Q1	$12K	Hold	465	–	–	0.01%	410
2017 Q4	$12K	Buy	+465	New	+$12.7K	0.01%	422

Other funds holding OCFC

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GKIM

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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

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

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Parisi Gray Wealth Management's OCFC Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of OceanFirst Financial (OCFC) in Q3 2021, closing a stake of 677 shares — an estimated $14K sold.

Parisi Gray Wealth Management first reported a position in OCFC in Q4 2017 and held it in 7 quarters. The position peaked at $14K in Q2 2021. 174 funds tracked by Wall St. Rank hold OCFC as of Q3 2021.

Parisi Gray Wealth Management reported no remaining OceanFirst Financial position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 677 OceanFirst Financial shares in Q3 2021, an estimated $14K.
Parisi Gray Wealth Management first reported a position in OceanFirst Financial in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's OceanFirst Financial position peaked at $14K in Q2 2021.
174 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.