Filbrandt Wealth Management’s Omnicom Group OMC Stock Holding History

Filbrandt 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
2021 Q3	$143K	Hold	1,975	–	–	0.08%	47
2021 Q2	$158K	Hold	1,975	–	–	0.09%	44
2021 Q1	$146K	Hold	1,975	–	–	0.09%	42
2020 Q4	$123K	Hold	1,975	–	–	0.08%	46
2020 Q3	$98K	Hold	1,975	–	–	0.08%	52
2020 Q2	$108K	Hold	1,975	–	–	0.09%	63
2020 Q1	$108K	Hold	1,975	–	–	0.12%	39
2019 Q4	$160K	Buy	+1,975	New	+$155K	0.14%	35

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

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

BGC

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Filbrandt Wealth Management's OMC Position: Q3 2021 in Review

Filbrandt Wealth Management held its Omnicom Group (OMC) position steady in Q3 2021 at 1,975 shares worth $143K. The position accounts for 0.08% of the portfolio, ranked #47.

Filbrandt Wealth Management first reported a position in OMC in Q4 2019 and has held it in 8 quarters since. The position peaked at $160K in Q4 2019. 771 funds tracked by Wall St. Rank hold OMC as of Q3 2021.

Filbrandt Wealth Management held 1,975 shares of Omnicom Group worth $143K as of Q3 2021.
Filbrandt Wealth Management left its Omnicom Group share count unchanged in Q3 2021.
Omnicom Group made up 0.08% of Filbrandt Wealth Management's portfolio in Q3 2021, its #47 holding.
Filbrandt Wealth Management first reported a position in Omnicom Group in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's Omnicom Group position peaked at $160K in Q4 2019.
771 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.