Joseph P. Lucia & Associates’s Omnicom Group OMC Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-97	Closed	-$6K	–	340
2022 Q2	$6K	Hold	97	–	–	﹤0.01%	339
2022 Q1	$8K	Buy	+97	New	+$7.79K	﹤0.01%	338
2021 Q4	–	Sell	-97	Closed	-$7K	–	418
2021 Q3	$7K	Hold	97	–	–	﹤0.01%	411
2021 Q2	$8K	Hold	97	–	–	﹤0.01%	405
2021 Q1	$7K	Hold	97	–	–	﹤0.01%	401
2020 Q4	$6K	Buy	+97	New	+$5.54K	﹤0.01%	383
2020 Q3	–	Sell	-97	Closed	-$5K	–	337
2020 Q2	$5K	Hold	97	–	–	﹤0.01%	377
2020 Q1	$5K	Hold	97	–	–	0.01%	345
2019 Q4	$8K	Hold	97	–	–	0.01%	329
2019 Q3	$8K	Hold	97	–	–	0.01%	337
2019 Q2	$8K	Hold	97	–	–	0.01%	325
2019 Q1	$7.31K	Buy	+97	New	+$7.28K	0.01%	247

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Joseph P. Lucia & Associates's OMC Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Omnicom Group (OMC) in Q3 2022, closing a stake of 97 shares — an estimated $6K sold.

Joseph P. Lucia & Associates first reported a position in OMC in Q1 2019 and held it in 12 quarters. The position peaked at $8K in Q1 2022. 763 funds tracked by Wall St. Rank hold OMC as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Omnicom Group position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 97 Omnicom Group shares in Q3 2022, an estimated $6K.
Joseph P. Lucia & Associates first reported a position in Omnicom Group in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Omnicom Group position peaked at $8K in Q1 2022.
763 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.