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Carolina Wealth Advisors’s Omnicom Group OMC Stock Holding History

Carolina Wealth 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
2021
Q2 		– Sell
-36
Closed -$3K – 308
2021
Q1 		$3K Buy
+36
New +$2.48K ﹤0.01% 271

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carolina Wealth Advisors's OMC Position: Q2 2021 in Review

Carolina Wealth Advisors sold out of Omnicom Group (OMC) in Q2 2021, closing a stake of 36 shares — an estimated $3K sold.

Carolina Wealth Advisors first reported a position in OMC in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 765 funds tracked by Wall St. Rank hold OMC as of Q2 2021.

  • Carolina Wealth Advisors reported no remaining Omnicom Group position as of Q2 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 36 Omnicom Group shares in Q2 2021, an estimated $3K.
  • Carolina Wealth Advisors first reported a position in Omnicom Group in Q1 2021 and held it in 1 quarter.
  • Carolina Wealth Advisors's Omnicom Group position peaked at $3K in Q1 2021.
  • 765 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2021.

Based on Carolina Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.