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Kapitalo Investimentos’s Omnicom Group OMC Stock Holding History

Kapitalo Investimentos’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
2024
Q3 		– Sell
-4,601
Closed -$413K – 210
2024
Q2 		$413K Buy
4,601
+1,191
+35% +$111K 0.12% 56
2024
Q1 		$330K Buy
+3,410
New +$306K 0.07% 155
2023
Q4 		– Sell
-6,113
Closed -$455K – 666
2023
Q3 		$455K Sell
6,113
-3,697
-38% -$305K 0.06% 123
2023
Q2 		$933K Buy
9,810
+2,867
+41% +$266K 0.17% 42
2023
Q1 		$655K Buy
+6,943
New +$615K 0.21% 42

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kapitalo Investimentos's OMC Position: Q3 2024 in Review

Kapitalo Investimentos sold out of Omnicom Group (OMC) in Q3 2024, closing a stake of 4,601 shares — an estimated $413K sold.

Kapitalo Investimentos first reported a position in OMC in Q1 2023 and held it in 5 quarters. The position peaked at $933K in Q2 2023. 939 funds tracked by Wall St. Rank hold OMC as of Q3 2024.

  • Kapitalo Investimentos reported no remaining Omnicom Group position as of Q3 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 4,601 Omnicom Group shares in Q3 2024, an estimated $413K.
  • Kapitalo Investimentos first reported a position in Omnicom Group in Q1 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Omnicom Group position peaked at $933K in Q2 2023.
  • 939 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2024.

Based on Kapitalo Investimentos's 13F filing for Q3 2024, filed 15 Oct 2024.