AWM
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Aevitas Wealth Management’s Omnicom Group OMC Stock Holding History

Aevitas Wealth Management’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
2020
Q1 		– Sell
-2,905
Closed -$235K – 103
2019
Q4 		$235K Buy
2,905
+209
+8% +$16.4K 0.22% 99
2019
Q3 		$211K Buy
+2,696
New +$214K 0.21% 103
2019
Q2 		– Sell
-1,983
Closed -$144K – 260
2019
Q1 		$144K Buy
1,983
+6
+0.3% +$451 0.13% 119
2018
Q4 		$145K Buy
1,977
+7
+0.4% +$519 0.15% 114
2018
Q3 		$134K Sell
1,970
-394
-17% -$27.6K 0.12% 123
2018
Q2 		$180K Buy
2,364
+6
+0.3% +$443 0.18% 105
2018
Q1 		$171K Buy
2,358
+1,055
+81% +$79.1K 0.17% 106
2017
Q4 		$95K Buy
+1,303
New +$93.5K 0.09% 138

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Aevitas Wealth Management's OMC Position: Q1 2020 in Review

Aevitas Wealth Management sold out of Omnicom Group (OMC) in Q1 2020, closing a stake of 2,905 shares — an estimated $235K sold.

Aevitas Wealth Management first reported a position in OMC in Q4 2017 and held it in 8 quarters. The position peaked at $235K in Q4 2019. 744 funds tracked by Wall St. Rank hold OMC as of Q1 2020.

  • Aevitas Wealth Management reported no remaining Omnicom Group position as of Q1 2020 after selling out during the quarter.
  • Aevitas Wealth Management sold 2,905 Omnicom Group shares in Q1 2020, an estimated $235K.
  • Aevitas Wealth Management first reported a position in Omnicom Group in Q4 2017 and held it in 8 quarters.
  • Aevitas Wealth Management's Omnicom Group position peaked at $235K in Q4 2019.
  • 744 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2020.

Based on Aevitas Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.