Icon Wealth Partners’s Omnicom Group OMC Stock Holding History

Icon 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	-8,347	Closed	-$456K	–	304
2020 Q2	$456K	Buy	+8,347	New	+$454K	0.11%	136

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

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

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

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

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

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

Icon Wealth Partners sold out of Omnicom Group (OMC) in Q3 2020, closing a stake of 8,347 shares — an estimated $456K sold.

Icon Wealth Partners first reported a position in OMC in Q2 2020 and held it in 1 quarter. The position peaked at $456K in Q2 2020. 684 funds tracked by Wall St. Rank hold OMC as of Q3 2020.

Icon Wealth Partners reported no remaining Omnicom Group position as of Q3 2020 after selling out during the quarter.
Icon Wealth Partners sold 8,347 Omnicom Group shares in Q3 2020, an estimated $456K.
Icon Wealth Partners first reported a position in Omnicom Group in Q2 2020 and held it in 1 quarter.
Icon Wealth Partners's Omnicom Group position peaked at $456K in Q2 2020.
684 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.