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Waldron Private Wealth’s Omnicom Group OMC Stock Holding History

Waldron Private 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
-2,347
Closed -$223K – 413
2023
Q1 		$223K Buy
+2,347
New +$208K 0.01% 374
2020
Q2 		– Sell
-7,611
Closed -$418K – 270
2020
Q1 		$418K Buy
+7,611
New +$540K 0.04% 153

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Waldron Private Wealth's OMC Position: Q2 2023 in Review

Waldron Private Wealth sold out of Omnicom Group (OMC) in Q2 2023, closing a stake of 2,347 shares — an estimated $223K sold.

Waldron Private Wealth first reported a position in OMC in Q1 2020 and held it in 2 quarters. The position peaked at $418K in Q1 2020. 870 funds tracked by Wall St. Rank hold OMC as of Q2 2023.

  • Waldron Private Wealth reported no remaining Omnicom Group position as of Q2 2023 after selling out during the quarter.
  • Waldron Private Wealth sold 2,347 Omnicom Group shares in Q2 2023, an estimated $223K.
  • Waldron Private Wealth first reported a position in Omnicom Group in Q1 2020 and held it in 2 quarters.
  • Waldron Private Wealth's Omnicom Group position peaked at $418K in Q1 2020.
  • 870 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2023.

Based on Waldron Private Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.