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Laurel Wealth Advisors (California)’s Omnicom Group OMC Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$335K Sell
4,104
-293
-7% -$21.8K 0.03% 471
2022
Q3 		$277K Hold
4,397
– – 0.03% 505
2022
Q2 		$280K Sell
4,397
-632
-13% -$46.8K 0.03% 517
2022
Q1 		$426K Sell
5,029
-188
-4% -$15.1K 0.04% 460
2021
Q4 		$382K Buy
+5,217
New +$371K 0.03% 547

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laurel Wealth Advisors (California)'s OMC Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Omnicom Group (OMC) stake by 6.7% in Q4 2022, selling an estimated $21.8K and leaving 4,104 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #471.

Laurel Wealth Advisors (California) first reported a position in OMC in Q4 2021 and has held it in 5 quarters since. The position peaked at $426K in Q1 2022. 814 funds tracked by Wall St. Rank hold OMC as of Q4 2022.

  • Laurel Wealth Advisors (California) held 4,104 shares of Omnicom Group worth $335K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 293 Omnicom Group shares in Q4 2022, an estimated $21.8K.
  • Omnicom Group made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #471 holding.
  • Laurel Wealth Advisors (California) first reported a position in Omnicom Group in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Omnicom Group position peaked at $426K in Q1 2022.
  • 814 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.