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Wela Strategies’s Omnicom Group OMC Stock Holding History

Wela Strategies’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
-3,965
Closed -$317K – 46
2021
Q2 		$317K Buy
3,965
+61
+2% +$4.96K 0.13% 32
2021
Q1 		$289K Sell
3,904
-122
-3% -$8.42K 0.16% 34
2020
Q4 		$251K Sell
4,026
-244
-6% -$13.9K 0.14% 36
2020
Q3 		$211K Buy
+4,270
New +$229K 0.13% 39

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wela Strategies's OMC Position: Q3 2021 in Review

Wela Strategies sold out of Omnicom Group (OMC) in Q3 2021, closing a stake of 3,965 shares — an estimated $317K sold.

Wela Strategies first reported a position in OMC in Q3 2020 and held it in 4 quarters. The position peaked at $317K in Q2 2021. 772 funds tracked by Wall St. Rank hold OMC as of Q3 2021.

  • Wela Strategies reported no remaining Omnicom Group position as of Q3 2021 after selling out during the quarter.
  • Wela Strategies sold 3,965 Omnicom Group shares in Q3 2021, an estimated $317K.
  • Wela Strategies first reported a position in Omnicom Group in Q3 2020 and held it in 4 quarters.
  • Wela Strategies's Omnicom Group position peaked at $317K in Q2 2021.
  • 772 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2021.

Based on Wela Strategies's 13F filing for Q3 2021, filed 13 Oct 2021.