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Ironwood Financial’s Omnicom Group OMC Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-115
Closed -$8K – 400
2021
Q3 		$8K Hold
115
– – ﹤0.01% 390
2021
Q2 		$9K Buy
115
+46
+67% +$3.74K ﹤0.01% 378
2021
Q1 		$5K Hold
69
– – ﹤0.01% 421
2020
Q4 		$4K Hold
69
– – ﹤0.01% 400
2020
Q3 		$3K Hold
69
– – ﹤0.01% 370
2020
Q2 		$4K Buy
+69
New +$3.75K ﹤0.01% 332

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ironwood Financial's OMC Position: Q4 2021 in Review

Ironwood Financial sold out of Omnicom Group (OMC) in Q4 2021, closing a stake of 115 shares — an estimated $8K sold.

Ironwood Financial first reported a position in OMC in Q2 2020 and held it in 6 quarters. The position peaked at $9K in Q2 2021. 785 funds tracked by Wall St. Rank hold OMC as of Q4 2021.

  • Ironwood Financial reported no remaining Omnicom Group position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 115 Omnicom Group shares in Q4 2021, an estimated $8K.
  • Ironwood Financial first reported a position in Omnicom Group in Q2 2020 and held it in 6 quarters.
  • Ironwood Financial's Omnicom Group position peaked at $9K in Q2 2021.
  • 785 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.