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 $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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Liberty Wealth Management's OMC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Omnicom Group (OMC) in Q4 2021, closing a stake of 15 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in OMC in Q4 2018 and held it in 12 quarters. The position peaked at $30K in Q1 2020. 785 funds tracked by Wall St. Rank hold OMC as of Q4 2021.

Liberty Wealth Management reported no remaining Omnicom Group position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 15 Omnicom Group shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in Omnicom Group in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Omnicom Group position peaked at $30K in Q1 2020.
785 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.