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BDO Wealth Advisors’s Omnicom Group OMC Stock Holding History

BDO Wealth Advisors’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
2022
Q3 		– Sell
-41
Closed -$3K – 1106
2022
Q2 		$3K Hold
41
– – ﹤0.01% 858
2022
Q1 		$3K Hold
41
– – ﹤0.01% 895
2021
Q4 		$3K Sell
41
-122
-75% -$8.68K ﹤0.01% 907
2021
Q3 		$12K Hold
163
– – ﹤0.01% 698
2021
Q2 		$13K Hold
163
– – ﹤0.01% 711
2021
Q1 		$12K Buy
163
+122
+298% +$8.42K ﹤0.01% 708
2020
Q4 		$3K Hold
41
– – ﹤0.01% 720
2020
Q3 		$2K Buy
+41
New +$2.19K ﹤0.01% 704

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

BDO Wealth Advisors's OMC Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Omnicom Group (OMC) in Q3 2022, closing a stake of 41 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in OMC in Q3 2020 and held it in 8 quarters. The position peaked at $13K in Q2 2021. 763 funds tracked by Wall St. Rank hold OMC as of Q3 2022.

  • BDO Wealth Advisors reported no remaining Omnicom Group position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 41 Omnicom Group shares in Q3 2022, an estimated $3K.
  • BDO Wealth Advisors first reported a position in Omnicom Group in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's Omnicom Group position peaked at $13K in Q2 2021.
  • 763 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.