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	-70	Closed	-$6.75K	–	1680
2024 Q1	$6.75K	Sell	70 -1	-1%	-$90	﹤0.01%	533
2023 Q4	$6.17K	Buy	+71	New	+$5.6K	﹤0.01%	562
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

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's OMC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Omnicom Group (OMC) in Q2 2024, closing a stake of 70 shares — an estimated $6.75K sold.

Financial Gravity Asset Management first reported a position in OMC in Q1 2018 and held it in 8 quarters. The position peaked at $19K in Q1 2019. 904 funds tracked by Wall St. Rank hold OMC as of Q2 2024.

Financial Gravity Asset Management reported no remaining Omnicom Group position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 70 Omnicom Group shares in Q2 2024, an estimated $6.75K.
Financial Gravity Asset Management first reported a position in Omnicom Group in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Omnicom Group position peaked at $19K in Q1 2019.
904 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.