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Buckingham Strategic Wealth’s Omnicom Group OMC Stock Holding History

Buckingham Strategic 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
2024
Q2 		$422K Sell
4,706
-50
-1% -$4.64K ﹤0.01% 509
2024
Q1 		$460K Sell
4,756
-131
-3% -$11.8K ﹤0.01% 485
2023
Q4 		$423K Buy
4,887
+137
+3% +$10.8K 0.01% 481
2023
Q3 		$354K Sell
4,750
-18
-0.4% -$1.48K 0.01% 500
2023
Q2 		$454K Buy
+4,768
New +$443K 0.01% 445

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Buckingham Strategic Wealth's OMC Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Omnicom Group (OMC) stake by 1.1% in Q2 2024, selling an estimated $4.64K and leaving 4,706 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Buckingham Strategic Wealth first reported a position in OMC in Q2 2023 and has held it in 5 quarters since. The position peaked at $460K in Q1 2024. 903 funds tracked by Wall St. Rank hold OMC as of Q2 2024.

  • Buckingham Strategic Wealth held 4,706 shares of Omnicom Group worth $422K as of Q2 2024.
  • Buckingham Strategic Wealth sold 50 Omnicom Group shares in Q2 2024, an estimated $4.64K.
  • Omnicom Group made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #509 holding.
  • Buckingham Strategic Wealth first reported a position in Omnicom Group in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's Omnicom Group position peaked at $460K in Q1 2024.
  • 903 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.