Certified Advisory Corp’s Omnicom Group OMC Stock Holding History

Certified Advisory Corp’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	-242	Closed	-$18K	–	559
2021 Q1	$18K	Buy	+242	New	+$16.7K	﹤0.01%	514
2020 Q2	$13K	Hold	242	–	–	﹤0.01%	511
2020 Q1	$13K	Hold	242	–	–	0.01%	493
2019 Q4	$20K	Hold	242	–	–	0.01%	483
2019 Q3	$19K	Hold	242	–	–	0.01%	498
2019 Q2	$20K	Buy	242 +42	+21%	+$3.31K	0.01%	491
2019 Q1	$15K	Sell	200 -100	-33%	-$7.51K	0.01%	495
2018 Q4	$22K	Hold	300	–	–	0.01%	414
2018 Q3	$20K	Hold	300	–	–	0.01%	455
2018 Q2	$23K	Hold	300	–	–	0.01%	408
2018 Q1	$21K	Buy	+300	New	+$22.5K	0.01%	405

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Certified Advisory Corp's OMC Position: Q2 2021 in Review

Certified Advisory Corp sold out of Omnicom Group (OMC) in Q2 2021, closing a stake of 242 shares — an estimated $18K sold.

Certified Advisory Corp first reported a position in OMC in Q1 2018 and held it in 11 quarters. The position peaked at $23K in Q2 2018. 766 funds tracked by Wall St. Rank hold OMC as of Q2 2021.

Certified Advisory Corp reported no remaining Omnicom Group position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 242 Omnicom Group shares in Q2 2021, an estimated $18K.
Certified Advisory Corp first reported a position in Omnicom Group in Q1 2018 and held it in 11 quarters.
Certified Advisory Corp's Omnicom Group position peaked at $23K in Q2 2018.
766 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.