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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 0.29% 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 0.31% 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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return