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

Alterna 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
2019
Q1 		– Sell
-2,857
Closed -$237K – 266
2018
Q4 		$237K Buy
+2,857
New +$212K 0.04% 299

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Alterna Wealth Management's OMC Position: Q1 2019 in Review

Alterna Wealth Management sold out of Omnicom Group (OMC) in Q1 2019, closing a stake of 2,857 shares — an estimated $237K sold.

Alterna Wealth Management first reported a position in OMC in Q4 2018 and held it in 1 quarter. The position peaked at $237K in Q4 2018. 748 funds tracked by Wall St. Rank hold OMC as of Q1 2019.

  • Alterna Wealth Management reported no remaining Omnicom Group position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 2,857 Omnicom Group shares in Q1 2019, an estimated $237K.
  • Alterna Wealth Management first reported a position in Omnicom Group in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Omnicom Group position peaked at $237K in Q4 2018.
  • 748 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.