FirstPurpose Wealth’s Omnicom Group OMC Stock Holding History

FirstPurpose Wealth’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 Q2	–	Sell	-2,277	Closed	-$215K	–	202
2023 Q1	$215K	Buy	+2,277	New	+$202K	0.11%	174

Other funds holding OMC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FirstPurpose Wealth's OMC Position: Q2 2023 in Review

FirstPurpose Wealth sold out of Omnicom Group (OMC) in Q2 2023, closing a stake of 2,277 shares — an estimated $215K sold.

FirstPurpose Wealth first reported a position in OMC in Q1 2023 and held it in 1 quarter. The position peaked at $215K in Q1 2023. 870 funds tracked by Wall St. Rank hold OMC as of Q2 2023.

FirstPurpose Wealth reported no remaining Omnicom Group position as of Q2 2023 after selling out during the quarter.
FirstPurpose Wealth sold 2,277 Omnicom Group shares in Q2 2023, an estimated $215K.
FirstPurpose Wealth first reported a position in Omnicom Group in Q1 2023 and held it in 1 quarter.
FirstPurpose Wealth's Omnicom Group position peaked at $215K in Q1 2023.
870 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2023.

Based on FirstPurpose Wealth's 13F filing for Q2 2023, filed 21 Jul 2023.