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Destiny Wealth Partners’s Omnicom Group OMC Stock Holding History

Destiny Wealth Partners’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
Q1 		– Sell
-43
Closed -$3.51K – 483
2022
Q4 		$3.51K Hold
43
– – ﹤0.01% 592
2022
Q3 		$3K Hold
43
– – ﹤0.01% 523
2022
Q2 		$3K Hold
43
– – ﹤0.01% 552
2022
Q1 		$4K Sell
43
-89
-67% -$7.15K ﹤0.01% 474
2021
Q4 		$10K Hold
132
– – ﹤0.01% 446
2021
Q3 		$10K Buy
+132
New +$9.81K ﹤0.01% 423
2021
Q2 		– Sell
-132
Closed -$10K – 398
2021
Q1 		$10K Hold
132
– – ﹤0.01% 414
2020
Q4 		$8K Buy
+132
New +$7.54K ﹤0.01% 427

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Destiny Wealth Partners's OMC Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Omnicom Group (OMC) in Q1 2023, closing a stake of 43 shares — an estimated $3.51K sold.

Destiny Wealth Partners first reported a position in OMC in Q4 2020 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 868 funds tracked by Wall St. Rank hold OMC as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Omnicom Group position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 43 Omnicom Group shares in Q1 2023, an estimated $3.51K.
  • Destiny Wealth Partners first reported a position in Omnicom Group in Q4 2020 and held it in 8 quarters.
  • Destiny Wealth Partners's Omnicom Group position peaked at $10K in Q4 2021.
  • 868 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.