CSat Investment Advisory’s Omnicom Group OMC Stock Holding History

CSat Investment Advisory’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
2021 Q1	$47K	Sell	635 -24	-4%	-$1.66K	0.04%	206
2020 Q4	$41K	Sell	659 -630	-49%	-$36K	0.04%	188
2020 Q3	$63K	Buy	1,289 +165	+15%	+$8.83K	0.01%	634
2020 Q2	$62K	Buy	1,124 +392	+54%	+$21.3K	0.01%	642
2020 Q1	$40K	Buy	732 +49	+7%	+$3.48K	0.01%	580
2019 Q4	$55K	Buy	683 +94	+16%	+$7.37K	0.01%	603
2019 Q3	$47K	Buy	589 +45	+8%	+$3.57K	0.01%	577
2019 Q2	$45K	Buy	544 +313	+135%	+$24.7K	0.02%	589
2019 Q1	$17K	Buy	231 +34	+17%	+$2.55K	0.01%	351
2018 Q4	$14K	Buy	197 +7	+4%	+$519	0.01%	360
2018 Q3	$13K	Buy	190 +51	+37%	+$3.58K	0.01%	322
2018 Q2	$11K	Buy	+139	New	+$10.3K	0.01%	331

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

CSat Investment Advisory's OMC Position: Q1 2021 in Review

CSat Investment Advisory reduced its Omnicom Group (OMC) stake by 3.6% in Q1 2021, selling an estimated $1.66K and leaving 635 shares worth $47K. The position accounts for 0.04% of the portfolio, ranked #206.

CSat Investment Advisory first reported a position in OMC in Q2 2018 and has held it in 12 quarters since. The position peaked at $63K in Q3 2020. 746 funds tracked by Wall St. Rank hold OMC as of Q1 2021.

CSat Investment Advisory held 635 shares of Omnicom Group worth $47K as of Q1 2021.
CSat Investment Advisory sold 24 Omnicom Group shares in Q1 2021, an estimated $1.66K.
Omnicom Group made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #206 holding.
CSat Investment Advisory first reported a position in Omnicom Group in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Omnicom Group position peaked at $63K in Q3 2020.
746 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.