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Resurgent Financial Advisors’s Omnicom Group OMC Stock Holding History

Resurgent Financial Advisors’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
Q1 		– Sell
-713
Closed -$61.7K – 393
2023
Q4 		$61.7K Sell
713
-106
-13% -$8.36K 0.04% 300
2023
Q3 		$61K Buy
819
+46
+6% +$3.79K 0.04% 295
2023
Q2 		$73.6K Sell
773
-246
-24% -$22.8K 0.05% 275
2023
Q1 		$96.1K Sell
1,019
-25
-2% -$2.21K 0.06% 236
2022
Q4 		$85.2K Buy
+1,044
New +$77.5K 0.04% 329

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Resurgent Financial Advisors's OMC Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Omnicom Group (OMC) in Q1 2024, closing a stake of 713 shares — an estimated $61.7K sold.

Resurgent Financial Advisors first reported a position in OMC in Q4 2022 and held it in 5 quarters. The position peaked at $96.1K in Q1 2023. 884 funds tracked by Wall St. Rank hold OMC as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Omnicom Group position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 713 Omnicom Group shares in Q1 2024, an estimated $61.7K.
  • Resurgent Financial Advisors first reported a position in Omnicom Group in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Omnicom Group position peaked at $96.1K in Q1 2023.
  • 884 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.