Altium Wealth Management’s Omnicom Group OMC Stock Holding History

Altium 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
2022 Q2	$314K	Sell	4,929 -33	-0.7%	-$2.44K	0.02%	294
2022 Q1	$421K	Sell	4,962 -1	-0%	-$80	0.03%	278
2021 Q4	$364K	Buy	4,963 +206	+4%	+$14.7K	0.02%	305
2021 Q3	$345K	Hold	4,757	–	–	0.02%	296
2021 Q2	$381K	Buy	4,757 +33	+0.7%	+$2.68K	0.03%	276
2021 Q1	$350K	Buy	4,724 +6	+0.1%	+$414	0.03%	282
2020 Q4	$294K	Sell	4,718 -5	-0.1%	-$286	0.03%	288
2020 Q3	$234K	Hold	4,723	–	–	0.02%	299
2020 Q2	$258K	Sell	4,723 -24	-0.5%	-$1.31K	0.03%	280
2020 Q1	$261K	Sell	4,747 -87	-2%	-$6.17K	0.04%	243
2019 Q4	$392K	Sell	4,834 -48	-1%	-$3.76K	0.05%	193
2019 Q3	$382K	Sell	4,882 -18	-0.4%	-$1.43K	0.05%	189
2019 Q2	$402K	Sell	4,900 -208	-4%	-$16.4K	0.06%	184
2019 Q1	$373K	Sell	5,108 -93	-2%	-$6.98K	0.06%	193
2018 Q4	$381K	Sell	5,201 -391	-7%	-$29K	0.07%	177
2018 Q3	$380K	Sell	5,592 -663	-11%	-$46.5K	0.07%	187
2018 Q2	$477K	Buy	+6,255	New	+$462K	0.13%	121

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altium Wealth Management's OMC Position: Q2 2022 in Review

Altium Wealth Management reduced its Omnicom Group (OMC) stake by 0.67% in Q2 2022, selling an estimated $2.44K and leaving 4,929 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #294.

Altium Wealth Management first reported a position in OMC in Q2 2018 and has held it in 17 quarters since. The position peaked at $477K in Q2 2018. 772 funds tracked by Wall St. Rank hold OMC as of Q2 2022.

Altium Wealth Management held 4,929 shares of Omnicom Group worth $314K as of Q2 2022.
Altium Wealth Management sold 33 Omnicom Group shares in Q2 2022, an estimated $2.44K.
Omnicom Group made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #294 holding.
Altium Wealth Management first reported a position in Omnicom Group in Q2 2018 and has held it in 17 quarters since.
Altium Wealth Management's Omnicom Group position peaked at $477K in Q2 2018.
772 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.