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Wipfli Financial Advisors’s OceanFirst Financial OCFC Stock Holding History

Wipfli Financial 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
2022
Q3 		$46K Buy
+2,462
New +$49.2K ﹤0.01% 1119

Other funds holding OCFC

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Vanguard Group
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
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wipfli Financial Advisors's OCFC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in OceanFirst Financial (OCFC) in Q3 2022: 2,462 shares worth $46K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings.

183 funds tracked by Wall St. Rank hold OCFC as of Q3 2022.

  • Wipfli Financial Advisors held 2,462 shares of OceanFirst Financial worth $46K as of Q3 2022.
  • OceanFirst Financial was a new Wipfli Financial Advisors position in Q3 2022.
  • OceanFirst Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1119 holding.
  • 183 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.