RJFSA
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Raymond James Financial Services Advisors’s OceanFirst Financial OCFC Stock Holding History

Raymond James Financial Services Advisors’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
-31,162
Closed -$576K – 3324
2023
Q1 		$576K Sell
31,162
-7,719
-20% -$171K ﹤0.01% 2245
2022
Q4 		$826K Sell
38,881
-596
-2% -$13K ﹤0.01% 1966
2022
Q3 		$736K Buy
39,477
+126
+0.3% +$2.52K ﹤0.01% 2019
2022
Q2 		$753K Buy
39,351
+13,361
+51% +$256K ﹤0.01% 2020
2022
Q1 		$522K Buy
25,990
+3,332
+15% +$74.3K ﹤0.01% 2354
2021
Q4 		$503K Sell
22,658
-333
-1% -$7.26K ﹤0.01% 2372
2021
Q3 		$492K Buy
22,991
+457
+2% +$9.36K ﹤0.01% 2373
2021
Q2 		$470K Buy
22,534
+1,546
+7% +$34.6K ﹤0.01% 2410
2021
Q1 		$502K Buy
20,988
+7,795
+59% +$168K ﹤0.01% 2284
2020
Q4 		$246K Sell
13,193
-2,724
-17% -$44.6K ﹤0.01% 2581
2020
Q3 		$218K Buy
15,917
+1,091
+7% +$17.1K ﹤0.01% 2485
2020
Q2 		$261K Sell
14,826
-464
-3% -$7.43K ﹤0.01% 2324
2020
Q1 		$243K Buy
15,290
+2,471
+19% +$52.2K ﹤0.01% 1969
2019
Q4 		$327K Hold
12,819
– – ﹤0.01% 2268
2019
Q3 		$303K Hold
12,819
– – ﹤0.01% 2248
2019
Q2 		$319K Sell
12,819
-3,125
-20% -$76.8K ﹤0.01% 2235
2019
Q1 		$384K Buy
+15,944
New +$387K ﹤0.01% 2058

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial Services Advisors's OCFC Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 31,162 shares — an estimated $576K sold.

Raymond James Financial Services Advisors first reported a position in OCFC in Q1 2019 and held it in 17 quarters. The position peaked at $826K in Q4 2022. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

  • Raymond James Financial Services Advisors reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 31,162 OceanFirst Financial shares in Q2 2023, an estimated $576K.
  • Raymond James Financial Services Advisors first reported a position in OceanFirst Financial in Q1 2019 and held it in 17 quarters.
  • Raymond James Financial Services Advisors's OceanFirst Financial position peaked at $826K in Q4 2022.
  • 171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.