JWA
OMCL icon

JFS Wealth Advisors’s Omnicell OMCL Stock Holding History

JFS Wealth Advisors’s Portfolio OMCL Stock Details OMCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$167 Buy
+4
New +$161 ﹤0.01% 2181
2024
Q3 		– Sell
-2
Closed -$55 – 2003
2024
Q2 		$55 Hold
2
– – ﹤0.01% 1953
2024
Q1 		$59 Sell
2
-20
-91% -$606 ﹤0.01% 1971
2023
Q4 		$828 Buy
22
+18
+450% +$662 ﹤0.01% 1691
2023
Q3 		$181 Sell
4
-17
-81% -$1.03K ﹤0.01% 1873
2023
Q2 		$1.55K Buy
21
+1
+5% +$67 ﹤0.01% 1482
2023
Q1 		$1.17K Buy
20
+15
+300% +$827 ﹤0.01% 1531
2022
Q4 		$252 Sell
5
-16
-76% -$961 ﹤0.01% 1817
2022
Q3 		$2K Buy
21
+7
+50% +$735 ﹤0.01% 1365
2022
Q2 		$2K Sell
14
-3
-18% -$344 ﹤0.01% 1361
2022
Q1 		$2K Buy
17
+9
+113% +$1.3K ﹤0.01% 1466
2021
Q4 		$1K Buy
+8
New +$1.39K ﹤0.01% 1490

Other funds holding OMCL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return