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C.M. Bidwell & Associates’s Omnicom Group OMC Stock Holding History

C.M. Bidwell & Associates’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
Q3 		– Sell
-2,428
Closed -$231K – 576
2023
Q2 		$231K Sell
2,428
-54
-2% -$5.01K 0.17% 109
2023
Q1 		$234K Buy
+2,482
New +$220K 0.18% 96
2022
Q3 		– Sell
-3,240
Closed -$206K – 521
2022
Q2 		$206K Sell
3,240
-55
-2% -$4.07K 0.16% 110
2022
Q1 		$280K Buy
3,295
+288
+10% +$23.1K 0.18% 96
2021
Q4 		$220K Buy
+3,007
New +$214K 0.14% 143
2019
Q4 		– Sell
-5,165
Closed -$404K – 438
2019
Q3 		$404K Sell
5,165
-405
-7% -$32.2K 0.4% 65
2019
Q2 		$456K Buy
5,570
+2,640
+90% +$208K 0.45% 60
2019
Q1 		$214K Sell
2,930
-3,395
-54% -$255K 0.21% 122
2018
Q4 		$463K Buy
+6,325
New +$469K 0.5% 49
2016
Q2 		– Sell
-51,340
Closed -$4.27M – 298
2016
Q1 		$4.27M Sell
51,340
-5,760
-10% -$434K 1.06% 19
2015
Q4 		$4.32M Buy
+57,100
New +$4.19M 1.03% 39
2014
Q3 		– Sell
-62,690
Closed -$4.46M – 275
2014
Q2 		$4.46M Buy
+62,690
New +$4.37M 1.02% 39

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

C.M. Bidwell & Associates's OMC Position: Q3 2023 in Review

C.M. Bidwell & Associates sold out of Omnicom Group (OMC) in Q3 2023, closing a stake of 2,428 shares — an estimated $231K sold.

C.M. Bidwell & Associates first reported a position in OMC in Q2 2014 and held it in 12 quarters. The position peaked at $4.46M in Q2 2014. 844 funds tracked by Wall St. Rank hold OMC as of Q3 2023.

  • C.M. Bidwell & Associates reported no remaining Omnicom Group position as of Q3 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,428 Omnicom Group shares in Q3 2023, an estimated $231K.
  • C.M. Bidwell & Associates first reported a position in Omnicom Group in Q2 2014 and held it in 12 quarters.
  • C.M. Bidwell & Associates's Omnicom Group position peaked at $4.46M in Q2 2014.
  • 844 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.