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Liberty Wealth Management’s Omnicell OMCL Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-195
Closed -$32K – 809
2021
Q3 		$32K Buy
195
+63
+48% +$9.65K 0.01% 525
2021
Q2 		$20K Hold
132
– – 0.01% 507
2021
Q1 		$16K Hold
132
– – 0.01% 503
2020
Q4 		$16K Sell
132
-59
-31% -$5.79K 0.01% 500
2020
Q3 		$14K Buy
191
+57
+43% +$3.95K 0.01% 465
2020
Q2 		$9K Buy
134
+2
+2% +$137 0.01% 516
2020
Q1 		$9K Sell
132
-9
-6% -$717 0.01% 484
2019
Q4 		$11K Buy
141
+12
+9% +$921 0.01% 524
2019
Q3 		$9K Sell
129
-4
-3% -$294 0.01% 541
2019
Q2 		$11K Sell
133
-6
-4% -$488 0.01% 506
2019
Q1 		$11K Hold
139
– – 0.01% 431
2018
Q4 		$8K Buy
+139
New +$9.41K 0.01% 471

Other funds holding OMCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Liberty Wealth Management sold out of Omnicell (OMCL) in Q4 2021, closing a stake of 195 shares — an estimated $32K sold.

Liberty Wealth Management first reported a position in OMCL in Q4 2018 and held it in 12 quarters. The position peaked at $32K in Q3 2021. 421 funds tracked by Wall St. Rank hold OMCL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Omnicell position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 195 Omnicell shares in Q4 2021, an estimated $32K.
  • Liberty Wealth Management first reported a position in Omnicell in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Omnicell position peaked at $32K in Q3 2021.
  • 421 funds tracked by Wall St. Rank held Omnicell as of Q4 2021.

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