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Claro Advisors’s Omnicom Group OMC Stock Holding History

Claro 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
2023
Q3 		– Sell
-2,181
Closed -$207K – 390
2023
Q2 		$207K Buy
+2,181
New +$202K 0.05% 340
2019
Q1 		– Sell
-959
Closed -$65K – 700
2018
Q4 		$65K Buy
+959
New +$71.1K 0.05% 298

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Claro Advisors's OMC Position: Q3 2023 in Review

Claro Advisors sold out of Omnicom Group (OMC) in Q3 2023, closing a stake of 2,181 shares — an estimated $207K sold.

Claro Advisors first reported a position in OMC in Q4 2018 and held it in 2 quarters. The position peaked at $207K in Q2 2023. 844 funds tracked by Wall St. Rank hold OMC as of Q3 2023.

  • Claro Advisors reported no remaining Omnicom Group position as of Q3 2023 after selling out during the quarter.
  • Claro Advisors sold 2,181 Omnicom Group shares in Q3 2023, an estimated $207K.
  • Claro Advisors first reported a position in Omnicom Group in Q4 2018 and held it in 2 quarters.
  • Claro Advisors's Omnicom Group position peaked at $207K in Q2 2023.
  • 844 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2023.

Based on Claro Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.