Heritage Wealth Advisors’s Omnicom Group OMC Stock Holding History

Heritage 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
2022 Q3	–	Sell	-210	Closed	-$13K	–	563
2022 Q2	$13K	Hold	210	–	–	﹤0.01%	450
2022 Q1	$18K	Hold	210	–	–	﹤0.01%	405
2021 Q4	$15K	Hold	210	–	–	﹤0.01%	424
2021 Q3	$15.2K	Hold	210	–	–	﹤0.01%	421
2021 Q2	$16.8K	Hold	210	–	–	﹤0.01%	427
2021 Q1	$15.6K	Sell	210 -389	-65%	-$26.9K	﹤0.01%	443
2020 Q4	$37K	Buy	599 +100	+20%	+$5.72K	﹤0.01%	356
2020 Q3	$24.7K	Hold	499	–	–	﹤0.01%	334
2020 Q2	$27.3K	Hold	499	–	–	﹤0.01%	302
2020 Q1	$27.4K	Sell	499 -27	-5%	-$1.92K	﹤0.01%	291
2019 Q4	$42.7K	Sell	526 -58	-10%	-$4.54K	0.01%	314
2019 Q3	$45K	Hold	584	–	–	0.01%	290
2019 Q2	$47.9K	Hold	584	–	–	0.01%	259
2019 Q1	$42.7K	Hold	584	–	–	0.01%	242
2018 Q4	$42K	Hold	584	–	–	0.01%	203
2018 Q3	$39K	Buy	+584	New	+$41K	0.01%	214

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Heritage Wealth Advisors's OMC Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of Omnicom Group (OMC) in Q3 2022, closing a stake of 210 shares — an estimated $13K sold.

Heritage Wealth Advisors first reported a position in OMC in Q3 2018 and held it in 16 quarters. The position peaked at $47.9K in Q2 2019. 763 funds tracked by Wall St. Rank hold OMC as of Q3 2022.

Heritage Wealth Advisors reported no remaining Omnicom Group position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 210 Omnicom Group shares in Q3 2022, an estimated $13K.
Heritage Wealth Advisors first reported a position in Omnicom Group in Q3 2018 and held it in 16 quarters.
Heritage Wealth Advisors's Omnicom Group position peaked at $47.9K in Q2 2019.
763 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.