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Archford Capital Strategies’s Omnicom Group OMC Stock Holding History

Archford Capital Strategies’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,824
Closed -$359K – 276
2023
Q3 		$359K Sell
4,824
-143
-3% -$11.8K 0.07% 222
2023
Q2 		$413K Sell
4,967
-112
-2% -$10.4K 0.08% 224
2023
Q1 		$476K Sell
5,079
-433
-8% -$38.4K 0.1% 201
2022
Q4 		$450K Buy
5,512
+88
+2% +$6.53K 0.1% 209
2022
Q3 		$342K Buy
5,424
+121
+2% +$8.21K 0.09% 216
2022
Q2 		$337K Buy
5,303
+1,468
+38% +$109K 0.08% 215
2022
Q1 		$312K Buy
3,835
+397
+12% +$31.9K 0.07% 231
2021
Q4 		$252K Buy
3,438
+221
+7% +$15.7K 0.06% 271
2021
Q3 		$233K Buy
3,217
+501
+18% +$37.2K 0.05% 285
2021
Q2 		$217K Sell
2,716
-101
-4% -$8.21K 0.05% 283
2021
Q1 		$224K Buy
+2,817
New +$194K 0.06% 254
2019
Q3 		– Sell
-1,393
Closed -$114K – 422
2019
Q2 		$114K Buy
1,393
+122
+10% +$9.63K 0.04% 233
2019
Q1 		$93K Buy
1,271
+69
+6% +$5.18K 0.03% 243
2018
Q4 		$88K Buy
1,202
+169
+16% +$12.5K 0.04% 236
2018
Q3 		$70K Sell
1,033
-39
-4% -$2.74K 0.03% 269
2018
Q2 		$82K Buy
+1,072
New +$79.2K 0.03% 266

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Archford Capital Strategies's OMC Position: Q4 2023 in Review

Archford Capital Strategies sold out of Omnicom Group (OMC) in Q4 2023, closing a stake of 4,824 shares — an estimated $359K sold.

Archford Capital Strategies first reported a position in OMC in Q2 2018 and held it in 16 quarters. The position peaked at $476K in Q1 2023. 876 funds tracked by Wall St. Rank hold OMC as of Q4 2023.

  • Archford Capital Strategies reported no remaining Omnicom Group position as of Q4 2023 after selling out during the quarter.
  • Archford Capital Strategies sold 4,824 Omnicom Group shares in Q4 2023, an estimated $359K.
  • Archford Capital Strategies first reported a position in Omnicom Group in Q2 2018 and held it in 16 quarters.
  • Archford Capital Strategies's Omnicom Group position peaked at $476K in Q1 2023.
  • 876 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2023.

Based on Archford Capital Strategies's 13F filing for Q4 2023, filed 12 Jan 2024.