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Kays Financial Advisory’s Omnicom Group OMC Stock Holding History

Kays Financial Advisory’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
2020
Q2 		– Sell
-22,162
Closed -$1.22M – 95
2020
Q1 		$1.22M Buy
22,162
+2,245
+11% +$159K 0.25% 53
2019
Q4 		$1.61M Buy
19,917
+1,395
+8% +$109K 0.28% 51
2019
Q3 		$1.45M Sell
18,522
-169
-0.9% -$13.4K 0.27% 53
2019
Q2 		$1.53M Buy
18,691
+444
+2% +$35K 0.28% 51
2019
Q1 		$1.33M Buy
18,247
+621
+4% +$46.6K 0.26% 55
2018
Q4 		$1.29M Buy
17,626
+1,350
+8% +$100K 0.29% 57
2018
Q3 		$1.11M Sell
16,276
-192
-1% -$13.5K 0.24% 61
2018
Q2 		$1.26M Buy
16,468
+1,583
+11% +$117K 0.28% 53
2018
Q1 		$1.08M Buy
14,885
+570
+4% +$42.7K 0.25% 53
2017
Q4 		$1.04M Buy
14,315
+678
+5% +$48.6K 0.3% 48
2017
Q3 		$1.01M Buy
13,637
+354
+3% +$27.3K 0.32% 49
2017
Q2 		$1.1M Buy
+13,283
New +$1.11M 0.37% 41

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kays Financial Advisory's OMC Position: Q2 2020 in Review

Kays Financial Advisory sold out of Omnicom Group (OMC) in Q2 2020, closing a stake of 22,162 shares — an estimated $1.22M sold.

Kays Financial Advisory first reported a position in OMC in Q2 2017 and held it in 12 quarters. The position peaked at $1.61M in Q4 2019. 706 funds tracked by Wall St. Rank hold OMC as of Q2 2020.

  • Kays Financial Advisory reported no remaining Omnicom Group position as of Q2 2020 after selling out during the quarter.
  • Kays Financial Advisory sold 22,162 Omnicom Group shares in Q2 2020, an estimated $1.22M.
  • Kays Financial Advisory first reported a position in Omnicom Group in Q2 2017 and held it in 12 quarters.
  • Kays Financial Advisory's Omnicom Group position peaked at $1.61M in Q4 2019.
  • 706 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2020.

Based on Kays Financial Advisory's 13F filing for Q2 2020, filed 14 Aug 2020.