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RVW Wealth’s Omnicom Group OMC Stock Holding History

RVW 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
2024
Q2 		– Sell
-2,085
Closed -$202K – 157
2024
Q1 		$202K Buy
+2,085
New +$187K 0.02% 143
2023
Q4 		– Sell
-1,538
Closed -$115K – 293
2023
Q3 		$115K Buy
+1,538
New +$127K 0.01% 170
2021
Q4 		– Sell
-6,587
Closed – – 142
2021
Q3 		$0 Buy
+6,587
New +$489K ﹤0.01% 111

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RVW Wealth's OMC Position: Q2 2024 in Review

RVW Wealth sold out of Omnicom Group (OMC) in Q2 2024, closing a stake of 2,085 shares — an estimated $202K sold.

RVW Wealth first reported a position in OMC in Q3 2021 and held it in 3 quarters. The position peaked at $202K in Q1 2024. 903 funds tracked by Wall St. Rank hold OMC as of Q2 2024.

  • RVW Wealth reported no remaining Omnicom Group position as of Q2 2024 after selling out during the quarter.
  • RVW Wealth sold 2,085 Omnicom Group shares in Q2 2024, an estimated $202K.
  • RVW Wealth first reported a position in Omnicom Group in Q3 2021 and held it in 3 quarters.
  • RVW Wealth's Omnicom Group position peaked at $202K in Q1 2024.
  • 903 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2024.

Based on RVW Wealth's 13F filing for Q2 2024, filed 8 Jul 2024.