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Fortis Advisors’s Omnicom Group OMC Stock Holding History

Fortis 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
2020
Q2 		– Sell
-3,060
Closed -$168K – 276
2020
Q1 		$168K Sell
3,060
-127
-4% -$9.01K 0.11% 96
2019
Q4 		$258K Hold
3,187
– – 0.16% 85
2019
Q3 		$250K Sell
3,187
-51
-2% -$4.05K 0.12% 90
2019
Q2 		$265K Hold
3,238
– – 0.13% 84
2019
Q1 		$236K Buy
+3,238
New +$243K 0.12% 88

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortis Advisors's OMC Position: Q2 2020 in Review

Fortis Advisors sold out of Omnicom Group (OMC) in Q2 2020, closing a stake of 3,060 shares — an estimated $168K sold.

Fortis Advisors first reported a position in OMC in Q1 2019 and held it in 5 quarters. The position peaked at $265K in Q2 2019. 705 funds tracked by Wall St. Rank hold OMC as of Q2 2020.

  • Fortis Advisors reported no remaining Omnicom Group position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 3,060 Omnicom Group shares in Q2 2020, an estimated $168K.
  • Fortis Advisors first reported a position in Omnicom Group in Q1 2019 and held it in 5 quarters.
  • Fortis Advisors's Omnicom Group position peaked at $265K in Q2 2019.
  • 705 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.