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Lugano Financial Advisors SA (LFA)’s Omnicom Group OMC Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2020
Q2 		– Sell
-3,507
Closed -$264K – 130
2020
Q1 		$264K Hold
3,507
– – 0.24% 59
2019
Q4 		$284K Buy
+3,507
New +$275K 0.21% 61
2019
Q2 		$287K Hold
3,507
– – 0.18% 54
2019
Q1 		$255K Hold
3,507
– – 0.15% 59
2018
Q4 		$239K Hold
3,507
– – 0.17% 67
2018
Q3 		$239K Buy
3,507
+1,063
+43% +$74.6K 0.17% 67
2018
Q2 		$185K Buy
+2,444
New +$180K 0.18% 65

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s OMC Position: Q2 2020 in Review

Lugano Financial Advisors SA (LFA) sold out of Omnicom Group (OMC) in Q2 2020, closing a stake of 3,507 shares — an estimated $264K sold.

Lugano Financial Advisors SA (LFA) first reported a position in OMC in Q2 2018 and held it in 7 quarters. The position peaked at $287K in Q2 2019. 706 funds tracked by Wall St. Rank hold OMC as of Q2 2020.

  • Lugano Financial Advisors SA (LFA) reported no remaining Omnicom Group position as of Q2 2020 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 3,507 Omnicom Group shares in Q2 2020, an estimated $264K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Omnicom Group in Q2 2018 and held it in 7 quarters.
  • Lugano Financial Advisors SA (LFA)'s Omnicom Group position peaked at $287K in Q2 2019.
  • 706 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2020.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2020, filed 10 Jul 2020.