SeaCrest Wealth Management’s OceanFirst Financial OCFC Stock Holding History

SeaCrest 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
2022 Q3	–	Sell	-2,133	Closed	-$41K	–	1211
2022 Q2	$41K	Buy	+2,133	New	+$40.9K	0.01%	1209
2019 Q2	–	Sell	-2,133	Closed	-$51K	–	1414
2019 Q1	$51K	Hold	2,133	–	–	0.01%	934
2018 Q4	$48K	Hold	2,133	–	–	0.01%	907
2018 Q3	$58K	Hold	2,133	–	–	0.01%	937
2018 Q2	$64K	Hold	2,133	–	–	0.01%	886
2018 Q1	$57K	Buy	2,133 +633	+42%	+$17.1K	0.01%	902
2017 Q4	$39K	Buy	+1,500	New	+$40.9K	0.01%	1064

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

ECA

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

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

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

SeaCrest Wealth Management's OCFC Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of OceanFirst Financial (OCFC) in Q3 2022, closing a stake of 2,133 shares — an estimated $41K sold.

SeaCrest Wealth Management first reported a position in OCFC in Q4 2017 and held it in 7 quarters. The position peaked at $64K in Q2 2018. 183 funds tracked by Wall St. Rank hold OCFC as of Q3 2022.

SeaCrest Wealth Management reported no remaining OceanFirst Financial position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,133 OceanFirst Financial shares in Q3 2022, an estimated $41K.
SeaCrest Wealth Management first reported a position in OceanFirst Financial in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's OceanFirst Financial position peaked at $64K in Q2 2018.
183 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.