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West Financial Advisors’s Omnicom Group OMC Stock Holding History

West Financial 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
Q4 		– Sell
-53
Closed -$3.95K – 192
2023
Q3 		$3.95K Buy
+53
New +$4.37K ﹤0.01% 162

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

West Financial Advisors's OMC Position: Q4 2023 in Review

West Financial Advisors sold out of Omnicom Group (OMC) in Q4 2023, closing a stake of 53 shares — an estimated $3.95K sold.

West Financial Advisors first reported a position in OMC in Q3 2023 and held it in 1 quarter. The position peaked at $3.95K in Q3 2023. 876 funds tracked by Wall St. Rank hold OMC as of Q4 2023.

  • West Financial Advisors reported no remaining Omnicom Group position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 53 Omnicom Group shares in Q4 2023, an estimated $3.95K.
  • West Financial Advisors first reported a position in Omnicom Group in Q3 2023 and held it in 1 quarter.
  • West Financial Advisors's Omnicom Group position peaked at $3.95K in Q3 2023.
  • 876 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.