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Kore Private Wealth’s Omnicom Group OMC Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-3,238
Closed -$235K – 418
2021
Q3 		$235K Buy
+3,238
New +$241K 0.02% 387
2020
Q3 		– Sell
-1,107
Closed -$60K – 836
2020
Q2 		$60K Buy
1,107
+72
+7% +$3.92K 0.01% 423
2020
Q1 		$57K Sell
1,035
-65
-6% -$4.61K 0.01% 393
2019
Q4 		$89K Buy
+1,100
New +$86.2K 0.02% 385
2019
Q2 		– Sell
-843
Closed -$62K – 615
2019
Q1 		$62K Buy
843
+12
+1% +$901 0.01% 353
2018
Q4 		$61K Buy
+831
New +$61.6K 0.02% 337

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kore Private Wealth's OMC Position: Q4 2021 in Review

Kore Private Wealth sold out of Omnicom Group (OMC) in Q4 2021, closing a stake of 3,238 shares — an estimated $235K sold.

Kore Private Wealth first reported a position in OMC in Q4 2018 and held it in 6 quarters. The position peaked at $235K in Q3 2021. 785 funds tracked by Wall St. Rank hold OMC as of Q4 2021.

  • Kore Private Wealth reported no remaining Omnicom Group position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 3,238 Omnicom Group shares in Q4 2021, an estimated $235K.
  • Kore Private Wealth first reported a position in Omnicom Group in Q4 2018 and held it in 6 quarters.
  • Kore Private Wealth's Omnicom Group position peaked at $235K in Q3 2021.
  • 785 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.