EWP
OMC icon

Engrave Wealth Partners’s Omnicom Group OMC Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-270
Closed -$14K – 312
2020
Q2 		$14K Hold
270
– – 0.01% 219
2020
Q1 		$14K Hold
270
– – 0.02% 182
2019
Q4 		$21K Buy
+270
New +$21.2K 0.02% 215

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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

Engrave Wealth Partners's OMC Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Omnicom Group (OMC) in Q3 2020, closing a stake of 270 shares — an estimated $14K sold.

Engrave Wealth Partners first reported a position in OMC in Q4 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 684 funds tracked by Wall St. Rank hold OMC as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Omnicom Group position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 270 Omnicom Group shares in Q3 2020, an estimated $14K.
  • Engrave Wealth Partners first reported a position in Omnicom Group in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Omnicom Group position peaked at $21K in Q4 2019.
  • 684 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.