tru Independence’s Omnicom Group OMC Stock Holding History

tru Independence’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
2021 Q3	–	Sell	-588	Closed	-$47K	–	299
2021 Q2	$47K	Buy	+588	New	+$47.8K	0.01%	217
2021 Q1	–	Sell	-591	Closed	-$37	–	582
2020 Q4	$37	Buy	+591	New	+$33.8K	﹤0.01%	507
2020 Q3	–	Sell	-670	Closed	-$36K	–	686
2020 Q2	$36K	Hold	670	–	–	0.01%	424
2020 Q1	$36K	Hold	670	–	–	0.01%	328
2019 Q4	$36K	Buy	+670	New	+$52.5K	0.01%	411

Other funds holding OMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

tru Independence's OMC Position: Q3 2021 in Review

tru Independence sold out of Omnicom Group (OMC) in Q3 2021, closing a stake of 588 shares — an estimated $47K sold.

tru Independence first reported a position in OMC in Q4 2019 and held it in 5 quarters. The position peaked at $47K in Q2 2021. 772 funds tracked by Wall St. Rank hold OMC as of Q3 2021.

tru Independence reported no remaining Omnicom Group position as of Q3 2021 after selling out during the quarter.
tru Independence sold 588 Omnicom Group shares in Q3 2021, an estimated $47K.
tru Independence first reported a position in Omnicom Group in Q4 2019 and held it in 5 quarters.
tru Independence's Omnicom Group position peaked at $47K in Q2 2021.
772 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.