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Institute for Wealth Management’s Omnicom Group OMC Stock Holding History

Institute for 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
2020
Q3 		– Sell
-3,812
Closed -$208K – 437
2020
Q2 		$208K Sell
3,812
-283
-7% -$15.4K 0.05% 393
2020
Q1 		$225K Sell
4,095
-638
-13% -$45.3K 0.07% 348
2019
Q4 		$383K Sell
4,733
-320
-6% -$25.1K 0.09% 299
2019
Q3 		$396K Buy
+5,053
New +$401K 0.1% 277

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

Institute for Wealth Management's OMC Position: Q3 2020 in Review

Institute for Wealth Management sold out of Omnicom Group (OMC) in Q3 2020, closing a stake of 3,812 shares — an estimated $208K sold.

Institute for Wealth Management first reported a position in OMC in Q3 2019 and held it in 4 quarters. The position peaked at $396K in Q3 2019. 684 funds tracked by Wall St. Rank hold OMC as of Q3 2020.

  • Institute for Wealth Management reported no remaining Omnicom Group position as of Q3 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 3,812 Omnicom Group shares in Q3 2020, an estimated $208K.
  • Institute for Wealth Management first reported a position in Omnicom Group in Q3 2019 and held it in 4 quarters.
  • Institute for Wealth Management's Omnicom Group position peaked at $396K in Q3 2019.
  • 684 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.