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BNC Wealth Management’s Omnicom Group OMC Stock Holding History

BNC Wealth Management’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
-5,600
Closed -$528K – 114
2023
Q1 		$528K Buy
+5,600
New +$496K 0.29% 66

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
Wellington Management Group
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
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNC Wealth Management's OMC Position: Q2 2023 in Review

BNC Wealth Management sold out of Omnicom Group (OMC) in Q2 2023, closing a stake of 5,600 shares — an estimated $528K sold.

BNC Wealth Management first reported a position in OMC in Q1 2023 and held it in 1 quarter. The position peaked at $528K in Q1 2023. 870 funds tracked by Wall St. Rank hold OMC as of Q2 2023.

  • BNC Wealth Management reported no remaining Omnicom Group position as of Q2 2023 after selling out during the quarter.
  • BNC Wealth Management sold 5,600 Omnicom Group shares in Q2 2023, an estimated $528K.
  • BNC Wealth Management first reported a position in Omnicom Group in Q1 2023 and held it in 1 quarter.
  • BNC Wealth Management's Omnicom Group position peaked at $528K in Q1 2023.
  • 870 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2023.

Based on BNC Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.