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WealthShield Partners’s Omnicom Group OMC Stock Holding History

WealthShield Partners’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
Q2 		– Sell
-125
Closed -$9K – 1032
2021
Q1 		$9K Buy
+125
New +$8.63K ﹤0.01% 831

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthShield Partners's OMC Position: Q2 2021 in Review

WealthShield Partners sold out of Omnicom Group (OMC) in Q2 2021, closing a stake of 125 shares — an estimated $9K sold.

WealthShield Partners first reported a position in OMC in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 765 funds tracked by Wall St. Rank hold OMC as of Q2 2021.

  • WealthShield Partners reported no remaining Omnicom Group position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 125 Omnicom Group shares in Q2 2021, an estimated $9K.
  • WealthShield Partners first reported a position in Omnicom Group in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Omnicom Group position peaked at $9K in Q1 2021.
  • 765 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.