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FGAM
Financial Gravity Asset Management’s
Omnicom Group
OMC
Stock Holding History
Financial Gravity Asset 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
2024
Q2
–
Sell
-269
Closed
-$26K
–
2177
2024
Q1
$26K
Sell
269
-118
-30%
-$10.6K
﹤0.01%
495
2023
Q4
$29.8K
Buy
387
+71
+22%
+$5.6K
﹤0.01%
640
2023
Q3
$23.6K
Buy
316
+221
+233%
+$18.2K
﹤0.01%
537
2023
Q2
$23K
Buy
95
+1
+1%
+$93
0.06%
133
2023
Q1
$7.26K
Buy
94
+12
+15%
+$1.06K
0.22%
84
2022
Q4
$17K
Sell
82
-1,367
-94%
-$101K
0.09%
129
2022
Q3
$4.68K
Sell
1,449
-215
-13%
-$14.6K
0.16%
126
2022
Q2
$4.8K
Buy
1,664
+1,579
+1,858%
+$117K
0.15%
138
2022
Q1
$21
Sell
85
-1,594
-95%
-$128K
﹤0.01%
708
2021
Q4
$8.21K
Buy
+1,679
New
+$119K
0.19%
158
2020
Q1
–
Hold
0
–
-$81K
–
1299
2019
Q4
–
Sell
-154
Closed
-$12.1K
–
418
2019
Q3
$12K
Sell
154
-11
-7%
-$874
0.01%
579
2019
Q2
$14K
Sell
165
-90
-35%
-$7.1K
0.01%
532
2019
Q1
$19K
Buy
+255
New
+$19.1K
0.02%
452
2018
Q3
$11K
Sell
149
-93
-38%
-$6.52K
0.01%
560
2018
Q2
$16K
Sell
242
-2
-0.8%
-$148
0.02%
503
2018
Q1
$18K
Buy
+244
New
+$18.3K
0.02%
513
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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21.96%
1-Year Est. Return
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$95.5B AUM
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1-Year Est. Return
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$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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