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Okabena Investment Services’s Omnicom Group OMC Stock Holding History

Okabena Investment Services’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
-17
Closed -$1.6K – 214
2023
Q1 		$1.6K Buy
+17
New +$1.51K ﹤0.01% 177

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Okabena Investment Services's OMC Position: Q2 2023 in Review

Okabena Investment Services sold out of Omnicom Group (OMC) in Q2 2023, closing a stake of 17 shares — an estimated $1.6K sold.

Okabena Investment Services first reported a position in OMC in Q1 2023 and held it in 1 quarter. The position peaked at $1.6K in Q1 2023. 870 funds tracked by Wall St. Rank hold OMC as of Q2 2023.

  • Okabena Investment Services reported no remaining Omnicom Group position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 17 Omnicom Group shares in Q2 2023, an estimated $1.6K.
  • Okabena Investment Services first reported a position in Omnicom Group in Q1 2023 and held it in 1 quarter.
  • Okabena Investment Services's Omnicom Group position peaked at $1.6K in Q1 2023.
  • 870 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.