FP
OMC icon

Fiduciary Planning’s Omnicom Group OMC Stock Holding History

Fiduciary Planning’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
-184
Closed -$14K – 201
2021
Q1 		$14K Buy
184
+2
+1% +$138 0.02% 140
2020
Q4 		$11K Buy
182
+2
+1% +$114 0.02% 142
2020
Q3 		$9K Buy
+180
New +$9.64K 0.01% 115
2020
Q1 		– Sell
-2,937
Closed -$225K – 64
2019
Q4 		$225K Buy
+2,937
New +$230K 0.21% 55

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Wellington Management Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiduciary Planning's OMC Position: Q2 2021 in Review

Fiduciary Planning sold out of Omnicom Group (OMC) in Q2 2021, closing a stake of 184 shares — an estimated $14K sold.

Fiduciary Planning first reported a position in OMC in Q4 2019 and held it in 4 quarters. The position peaked at $225K in Q4 2019. 766 funds tracked by Wall St. Rank hold OMC as of Q2 2021.

  • Fiduciary Planning reported no remaining Omnicom Group position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 184 Omnicom Group shares in Q2 2021, an estimated $14K.
  • Fiduciary Planning first reported a position in Omnicom Group in Q4 2019 and held it in 4 quarters.
  • Fiduciary Planning's Omnicom Group position peaked at $225K in Q4 2019.
  • 766 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.