Capital Directions Investment Advisors’s Omnicom Group OMC Stock Holding History

Capital Directions Investment 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	-455	Closed	-$43K	–	236
2022 Q2	$43K	Buy	455 +150	+49%	+$11.1K	0.01%	136
2022 Q1	$26K	Buy	+305	New	+$24.5K	0.01%	181
2021 Q4	–	Sell	-305	Closed	-$22K	–	165
2021 Q3	$22K	Hold	305	–	–	0.01%	188
2021 Q2	$24K	Buy	+305	New	+$24.8K	0.01%	162
2021 Q1	–	Sell	-155	Closed	-$10K	–	292
2020 Q4	$10K	Sell	155 -135	-47%	-$7.72K	﹤0.01%	178
2020 Q3	$14K	Hold	290	–	–	0.01%	174
2020 Q2	$16K	Hold	290	–	–	0.01%	169
2020 Q1	$16K	Buy	290 +65	+29%	+$4.61K	0.01%	179
2019 Q4	$18K	Hold	225	–	–	0.01%	195
2019 Q3	$18K	Buy	+225	New	+$17.9K	0.01%	189
2018 Q3	–	Sell	-200	Closed	-$15K	–	207
2018 Q2	$15K	Buy	+200	New	+$14.8K	0.01%	117

Other funds holding OMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BGC

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Capital Directions Investment Advisors's OMC Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of Omnicom Group (OMC) in Q3 2022, closing a stake of 455 shares — an estimated $43K sold.

Capital Directions Investment Advisors first reported a position in OMC in Q2 2018 and held it in 11 quarters. The position peaked at $43K in Q2 2022. 763 funds tracked by Wall St. Rank hold OMC as of Q3 2022.

Capital Directions Investment Advisors reported no remaining Omnicom Group position as of Q3 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 455 Omnicom Group shares in Q3 2022, an estimated $43K.
Capital Directions Investment Advisors first reported a position in Omnicom Group in Q2 2018 and held it in 11 quarters.
Capital Directions Investment Advisors's Omnicom Group position peaked at $43K in Q2 2022.
763 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.