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Charter Oak Capital Management’s Omnicom Group OMC Stock Holding History

Charter Oak Capital Management’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
-72
Closed – – 643
2022
Q2 		$0 Hold
72
– – ﹤0.01% 979
2022
Q1 		$0 Hold
72
– – ﹤0.01% 1012
2021
Q4 		$0 Hold
72
– – ﹤0.01% 902
2021
Q3 		$0 Hold
72
– – ﹤0.01% 859
2021
Q2 		$0 Hold
72
– – ﹤0.01% 853
2021
Q1 		$0 Hold
72
– – ﹤0.01% 825
2020
Q4 		$0 Buy
+72
New +$4.12K ﹤0.01% 747

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 $3.38T AUM 44.17% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Charter Oak Capital Management's OMC Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Omnicom Group (OMC) in Q3 2022, closing a stake of 72 shares.

Charter Oak Capital Management first reported a position in OMC in Q4 2020 and held it in 7 quarters. The position peaked at $0 in Q2 2022. 763 funds tracked by Wall St. Rank hold OMC as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Omnicom Group position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 72 Omnicom Group shares in Q3 2022.
  • Charter Oak Capital Management first reported a position in Omnicom Group in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Omnicom Group position peaked at $0 in Q2 2022.
  • 763 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.