SkyOak Wealth’s Omnicom Group OMC Stock Holding History

SkyOak 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
2023 Q2	–	Sell	-2,578	Closed	-$243K	–	262
2023 Q1	$243K	Hold	2,578	–	–	0.07%	192
2022 Q4	$210K	Buy	+2,578	New	+$191K	0.07%	201
2022 Q2	–	Sell	-2,578	Closed	-$219K	–	244
2022 Q1	$219K	Sell	2,578 -208	-7%	-$16.7K	0.06%	211
2021 Q4	$204K	Hold	2,786	–	–	0.05%	229
2021 Q3	$202K	Hold	2,786	–	–	0.05%	220
2021 Q2	$223K	Hold	2,786	–	–	0.06%	210
2021 Q1	$227K	Buy	+2,786	New	+$192K	0.06%	202
2020 Q1	–	Sell	-2,786	Closed	-$226K	–	268
2019 Q4	$226K	Buy	+2,786	New	+$218K	0.07%	265

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SkyOak Wealth's OMC Position: Q2 2023 in Review

SkyOak Wealth sold out of Omnicom Group (OMC) in Q2 2023, closing a stake of 2,578 shares — an estimated $243K sold.

SkyOak Wealth first reported a position in OMC in Q4 2019 and held it in 8 quarters. The position peaked at $243K in Q1 2023. 870 funds tracked by Wall St. Rank hold OMC as of Q2 2023.

SkyOak Wealth reported no remaining Omnicom Group position as of Q2 2023 after selling out during the quarter.
SkyOak Wealth sold 2,578 Omnicom Group shares in Q2 2023, an estimated $243K.
SkyOak Wealth first reported a position in Omnicom Group in Q4 2019 and held it in 8 quarters.
SkyOak Wealth's Omnicom Group position peaked at $243K in Q1 2023.
870 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2023.

Based on SkyOak Wealth's 13F filing for Q2 2023, filed 20 Jul 2023.