TCI Wealth Advisors’s OceanFirst Financial OCFC Stock Holding History

TCI Wealth 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	-390	Closed	-$7.21K	–	1554
2023 Q1	$7.21K	Buy	390 +73	+23%	+$1.62K	﹤0.01%	1287
2022 Q4	$6.74K	Hold	317	–	–	﹤0.01%	1340
2022 Q3	$6K	Hold	317	–	–	﹤0.01%	1363
2022 Q2	$6K	Buy	+317	New	+$6.08K	﹤0.01%	1378
2021 Q3	–	Sell	-185	Closed	-$4K	–	2517
2021 Q2	$4K	Buy	185 +57	+45%	+$1.28K	﹤0.01%	1610
2021 Q1	$3K	Buy	+128	New	+$2.75K	﹤0.01%	1556
2019 Q2	–	Sell	-103	Closed	-$2K	–	1512
2019 Q1	$2K	Buy	+103	New	+$2.5K	﹤0.01%	1053

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

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

GKIM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

TCI Wealth Advisors's OCFC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 390 shares — an estimated $7.21K sold.

TCI Wealth Advisors first reported a position in OCFC in Q1 2019 and held it in 7 quarters. The position peaked at $7.21K in Q1 2023. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

TCI Wealth Advisors reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 390 OceanFirst Financial shares in Q2 2023, an estimated $7.21K.
TCI Wealth Advisors first reported a position in OceanFirst Financial in Q1 2019 and held it in 7 quarters.
TCI Wealth Advisors's OceanFirst Financial position peaked at $7.21K in Q1 2023.
171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.