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IBEX Wealth Advisors’s Omnicom Group OMC Stock Holding History

IBEX 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
2023
Q1 		$603K Buy
+6,394
New +$566K 0.16% 77

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

IBEX Wealth Advisors's OMC Position: Q1 2023 in Review

IBEX Wealth Advisors opened a new position in Omnicom Group (OMC) in Q1 2023: 6,394 shares worth $603K. The stake represents 0.16% of the portfolio and ranks #77 among its holdings.

868 funds tracked by Wall St. Rank hold OMC as of Q1 2023.

  • IBEX Wealth Advisors held 6,394 shares of Omnicom Group worth $603K as of Q1 2023.
  • Omnicom Group was a new IBEX Wealth Advisors position in Q1 2023.
  • Omnicom Group made up 0.16% of IBEX Wealth Advisors's portfolio in Q1 2023, its #77 holding.
  • 868 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.