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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return