Blue Barn Wealth’s Omnicom Group OMC Stock Holding History

Blue Barn Wealth’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 Q2	–	Sell	-2,153	Closed	-$203K	–	124
2023 Q1	$203K	Sell	2,153 -428	-17%	-$37.9K	0.13%	119
2022 Q4	$211K	Buy	+2,581	New	+$192K	0.14%	110
2022 Q2	–	Sell	-2,511	Closed	-$213K	–	123
2022 Q1	$213K	Buy	+2,511	New	+$202K	0.15%	115

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Blue Barn Wealth's OMC Position: Q2 2023 in Review

Blue Barn Wealth sold out of Omnicom Group (OMC) in Q2 2023, closing a stake of 2,153 shares — an estimated $203K sold.

Blue Barn Wealth first reported a position in OMC in Q1 2022 and held it in 3 quarters. The position peaked at $213K in Q1 2022. 870 funds tracked by Wall St. Rank hold OMC as of Q2 2023.

Blue Barn Wealth reported no remaining Omnicom Group position as of Q2 2023 after selling out during the quarter.
Blue Barn Wealth sold 2,153 Omnicom Group shares in Q2 2023, an estimated $203K.
Blue Barn Wealth first reported a position in Omnicom Group in Q1 2022 and held it in 3 quarters.
Blue Barn Wealth's Omnicom Group position peaked at $213K in Q1 2022.
870 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2023.

Based on Blue Barn Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.