CWP
OMC icon

Capital Wealth Planning’s Omnicom Group OMC Stock Holding History

Capital Wealth Planning’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
-4,816
Closed -$454K – 147
2023
Q1 		$454K Buy
+4,816
New +$427K 0.01% 97

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

Capital Wealth Planning's OMC Position: Q2 2023 in Review

Capital Wealth Planning sold out of Omnicom Group (OMC) in Q2 2023, closing a stake of 4,816 shares — an estimated $454K sold.

Capital Wealth Planning first reported a position in OMC in Q1 2023 and held it in 1 quarter. The position peaked at $454K in Q1 2023. 870 funds tracked by Wall St. Rank hold OMC as of Q2 2023.

  • Capital Wealth Planning reported no remaining Omnicom Group position as of Q2 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 4,816 Omnicom Group shares in Q2 2023, an estimated $454K.
  • Capital Wealth Planning first reported a position in Omnicom Group in Q1 2023 and held it in 1 quarter.
  • Capital Wealth Planning's Omnicom Group position peaked at $454K in Q1 2023.
  • 870 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2023.

Based on Capital Wealth Planning's 13F filing for Q2 2023, filed 4 Aug 2023.