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Amplius Wealth Advisors’s Omnicom Group OMC Stock Holding History

Amplius Wealth 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
2022
Q1 		– Sell
-51
Closed -$3K – 676
2021
Q4 		$3K Buy
+51
New +$3.63K ﹤0.01% 798

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amplius Wealth Advisors's OMC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Omnicom Group (OMC) in Q1 2022, closing a stake of 51 shares — an estimated $3K sold.

Amplius Wealth Advisors first reported a position in OMC in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 803 funds tracked by Wall St. Rank hold OMC as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Omnicom Group position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 51 Omnicom Group shares in Q1 2022, an estimated $3K.
  • Amplius Wealth Advisors first reported a position in Omnicom Group in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Omnicom Group position peaked at $3K in Q4 2021.
  • 803 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.