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Intercontinental Wealth Advisors’s Omnicom Group OMC Stock Holding History

Intercontinental 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
Q2 		– Sell
-2,167
Closed -$204K – 312
2023
Q1 		$204K Sell
2,167
-2,349
-52% -$208K 0.05% 299
2022
Q4 		$368K Buy
4,516
+49
+1% +$3.64K 0.11% 210
2022
Q3 		$282K Buy
4,467
+56
+1% +$3.8K 0.09% 229
2022
Q2 		$281K Hold
4,411
– – 0.08% 237
2022
Q1 		$374K Hold
4,411
– – 0.09% 212
2021
Q4 		$323K Sell
4,411
-60
-1% -$4.27K 0.07% 235
2021
Q3 		$324K Buy
4,471
+238
+6% +$17.7K 0.08% 221
2021
Q2 		$339K Sell
4,233
-1,192
-22% -$96.9K 0.07% 224
2021
Q1 		$402K Buy
5,425
+29
+0.5% +$2K 0.09% 184
2020
Q4 		$337K Buy
+5,396
New +$308K 0.08% 189
2020
Q1 		– Sell
-3,071
Closed -$239K – 260
2019
Q4 		$239K Sell
3,071
-1,644
-35% -$129K 0.2% 90
2019
Q3 		$369K Sell
4,715
-31
-0.7% -$2.46K 0.23% 79
2019
Q2 		$389K Hold
4,746
– – 0.2% 74
2019
Q1 		$346K Buy
4,746
+491
+12% +$36.9K 0.17% 84
2018
Q4 		$312K Sell
4,255
-230
-5% -$17.1K 0.17% 80
2018
Q3 		$305K Buy
4,485
+22
+0.5% +$1.54K 0.15% 99
2018
Q2 		$340K Sell
4,463
-572
-11% -$42.2K 0.19% 78
2018
Q1 		$366K Buy
5,035
+205
+4% +$15.4K 0.21% 73
2017
Q4 		$352K Buy
+4,830
New +$346K 0.2% 75

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Intercontinental Wealth Advisors's OMC Position: Q2 2023 in Review

Intercontinental Wealth Advisors sold out of Omnicom Group (OMC) in Q2 2023, closing a stake of 2,167 shares — an estimated $204K sold.

Intercontinental Wealth Advisors first reported a position in OMC in Q4 2017 and held it in 19 quarters. The position peaked at $402K in Q1 2021. 871 funds tracked by Wall St. Rank hold OMC as of Q2 2023.

  • Intercontinental Wealth Advisors reported no remaining Omnicom Group position as of Q2 2023 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 2,167 Omnicom Group shares in Q2 2023, an estimated $204K.
  • Intercontinental Wealth Advisors first reported a position in Omnicom Group in Q4 2017 and held it in 19 quarters.
  • Intercontinental Wealth Advisors's Omnicom Group position peaked at $402K in Q1 2021.
  • 871 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2023.

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