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Sutton Wealth Advisors’s Omnicom Group OMC Stock Holding History

Sutton Wealth 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
2023
Q3 		$9.83K Sell
132
-44
-25% -$3.63K ﹤0.01% 473
2023
Q2 		$16.7K Hold
176
– – 0.01% 370
2023
Q1 		$16.6K Sell
176
-573
-77% -$50.8K 0.01% 333
2022
Q4 		$61.1K Hold
749
– – 0.02% 334
2022
Q3 		$47.3K Sell
749
-7
-0.9% -$475 0.02% 386
2022
Q2 		$48.1K Hold
756
– – 0.02% 391
2022
Q1 		$64.2K Sell
756
-2
-0.3% -$161 0.02% 337
2021
Q4 		$55.5K Buy
758
+12
+2% +$853 0.02% 383
2021
Q3 		$54.1K Hold
746
– – 0.02% 379
2021
Q2 		$59.7K Hold
746
– – 0.02% 359
2021
Q1 		$55.3K Hold
746
– – 0.02% 370
2020
Q4 		$46.5K Buy
746
+3
+0.4% +$171 0.02% 375
2020
Q3 		$36.8K Buy
743
+15
+2% +$803 0.02% 373
2020
Q2 		$39.7K Buy
728
+10
+1% +$544 0.02% 353
2020
Q1 		$39.4K Buy
718
+49
+7% +$3.48K 0.02% 320
2019
Q4 		$54.2K Hold
669
– – 0.03% 290
2019
Q3 		$52.4K Hold
669
– – 0.03% 290
2019
Q2 		$54.8K Hold
669
– – 0.03% 284
2019
Q1 		$48.8K Hold
669
– – 0.03% 301
2018
Q4 		$49K Hold
669
– – 0.03% 278
2018
Q3 		$45.5K Hold
669
– – 0.03% 309
2018
Q2 		$51K Hold
669
– – 0.04% 280
2018
Q1 		$48.6K Hold
669
– – 0.03% 280
2017
Q4 		$48.7K Hold
669
– – 0.04% 277
2017
Q3 		$49.6K Hold
669
– – 0.04% 270
2017
Q2 		$55.5K Hold
669
– – 0.04% 250
2017
Q1 		$57.7K Hold
669
– – 0.05% 238
2016
Q4 		$56.9K Hold
669
– – 0.05% 244
2016
Q3 		$56.9K Hold
669
– – 0.05% 234
2016
Q2 		$54.5K Hold
669
– – 0.05% 237
2016
Q1 		$55.7K Buy
+669
New +$50.4K 0.05% 234

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sutton Wealth Advisors's OMC Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Omnicom Group (OMC) stake by 25% in Q3 2023, selling an estimated $3.63K and leaving 132 shares worth $9.83K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Sutton Wealth Advisors first reported a position in OMC in Q1 2016 and has held it in 31 quarters since. The position peaked at $64.2K in Q1 2022. 845 funds tracked by Wall St. Rank hold OMC as of Q3 2023.

  • Sutton Wealth Advisors held 132 shares of Omnicom Group worth $9.83K as of Q3 2023.
  • Sutton Wealth Advisors sold 44 Omnicom Group shares in Q3 2023, an estimated $3.63K.
  • Omnicom Group made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #473 holding.
  • Sutton Wealth Advisors first reported a position in Omnicom Group in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Omnicom Group position peaked at $64.2K in Q1 2022.
  • 845 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.