Financial Synergies Wealth Advisors’s Omnicom Group OMC Stock Holding History

Financial Synergies Wealth 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
2024 Q2	–	Sell	-121	Closed	-$11.7K	–	333
2024 Q1	$11.7K	Hold	121	–	–	﹤0.01%	237
2023 Q4	$9.87K	Hold	121	–	–	﹤0.01%	187
2023 Q3	$9.01K	Hold	121	–	–	﹤0.01%	242
2023 Q2	$11.5K	Sell	121 -42	-26%	-$3.9K	﹤0.01%	217
2023 Q1	$15.4K	Buy	163 +42	+35%	+$3.72K	﹤0.01%	200
2022 Q4	$9.87K	Buy	+121	New	+$8.98K	﹤0.01%	187
2022 Q3	–	Sell	-14	Closed	-$891	–	506
2022 Q2	$891	Buy	+14	New	+$1.04K	﹤0.01%	321

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 $3.38T AUM 44.17% 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 Synergies Wealth Advisors's OMC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Omnicom Group (OMC) in Q2 2024, closing a stake of 121 shares — an estimated $11.7K sold.

Financial Synergies Wealth Advisors first reported a position in OMC in Q2 2022 and held it in 7 quarters. The position peaked at $15.4K in Q1 2023. 904 funds tracked by Wall St. Rank hold OMC as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Omnicom Group position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 121 Omnicom Group shares in Q2 2024, an estimated $11.7K.
Financial Synergies Wealth Advisors first reported a position in Omnicom Group in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Omnicom Group position peaked at $15.4K in Q1 2023.
904 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.