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U.S. Capital Wealth Advisors’s Omnicom Group OMC Stock Holding History

U.S. Capital 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
Q1 		– Sell
-146
Closed -$11.9K – 1233
2022
Q4 		$11.9K Buy
+146
New +$10.8K ﹤0.01% 1234

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

U.S. Capital Wealth Advisors's OMC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Omnicom Group (OMC) in Q1 2023, closing a stake of 146 shares — an estimated $11.9K sold.

U.S. Capital Wealth Advisors first reported a position in OMC in Q4 2022 and held it in 1 quarter. The position peaked at $11.9K in Q4 2022. 868 funds tracked by Wall St. Rank hold OMC as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Omnicom Group position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 146 Omnicom Group shares in Q1 2023, an estimated $11.9K.
  • U.S. Capital Wealth Advisors first reported a position in Omnicom Group in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Omnicom Group position peaked at $11.9K in Q4 2022.
  • 868 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.