Liberty Wealth Management’s Omnicom Group OMC Stock Holding History

Liberty 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
2021 Q4	–	Sell	-15	Closed	-$1K	–	808
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	1134
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	1021
2021 Q1	$0	Hold	15	–	–	﹤0.01%	1014
2020 Q4	$0	Hold	15	–	–	﹤0.01%	1039
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	823
2020 Q2	$1K	Sell	15 -537	-97%	-$29.2K	﹤0.01%	806
2020 Q1	$30K	Buy	552 +460	+500%	+$32.6K	0.03%	287
2019 Q4	$7K	Sell	92 -39	-30%	-$3.06K	0.01%	622
2019 Q3	$10K	Buy	131 +98	+297%	+$7.78K	0.01%	519
2019 Q2	$3K	Hold	33	–	–	﹤0.01%	728
2019 Q1	$2K	Sell	33 -91	-73%	-$6.83K	﹤0.01%	638
2018 Q4	$9K	Buy	+124	New	+$9.2K	0.01%	450

Other funds holding OMC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return