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Institutional & Family Asset Management’s Omnicom Group OMC Stock Holding History

Institutional & Family Asset Management’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
Q3 		– Sell
-6
Closed -$571 – 747
2023
Q2 		$571 Sell
6
-232
-97% -$21.5K ﹤0.01% 670
2023
Q1 		$22.5K Buy
238
+145
+156% +$12.8K ﹤0.01% 295
2022
Q4 		$7.59K Hold
93
– – ﹤0.01% 406
2022
Q3 		$6K Hold
93
– – ﹤0.01% 458
2022
Q2 		$6K Sell
93
-948
-91% -$70.1K ﹤0.01% 467
2022
Q1 		$88K Hold
1,041
– – 0.01% 207
2021
Q4 		$76K Hold
1,041
– – 0.01% 229
2021
Q3 		$75K Buy
1,041
+461
+79% +$34.3K 0.01% 273
2021
Q2 		$46K Buy
+580
New +$47.1K 0.01% 341

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Institutional & Family Asset Management's OMC Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Omnicom Group (OMC) in Q3 2023, closing a stake of 6 shares — an estimated $571 sold.

Institutional & Family Asset Management first reported a position in OMC in Q2 2021 and held it in 9 quarters. The position peaked at $88K in Q1 2022. 844 funds tracked by Wall St. Rank hold OMC as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining Omnicom Group position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 6 Omnicom Group shares in Q3 2023, an estimated $571.
  • Institutional & Family Asset Management first reported a position in Omnicom Group in Q2 2021 and held it in 9 quarters.
  • Institutional & Family Asset Management's Omnicom Group position peaked at $88K in Q1 2022.
  • 844 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.