Mark Sheptoff Financial Planning’s Omnicom Group OMC Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-50	Closed	-$4K	–	411
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	371
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	327
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	319
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	300
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	316
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	299
2019 Q4	$4K	Hold	50	–	–	﹤0.01%	325
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	312
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	300
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	305
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	288
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	335
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	326
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	339
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	332
2017 Q3	$4K	Hold	50	–	–	﹤0.01%	327
2017 Q2	$4K	Sell	50 -1	-2%	-$83	﹤0.01%	316
2017 Q1	$4K	Buy	51 +1	+2%	+$85	﹤0.01%	317
2016 Q4	$4K	Hold	50	–	–	﹤0.01%	305
2016 Q3	$4K	Hold	50	–	–	﹤0.01%	304
2016 Q2	$4K	Buy	+50	New	+$4.16K	﹤0.01%	295

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's OMC Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Omnicom Group (OMC) in Q3 2021, closing a stake of 50 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in OMC in Q2 2016 and held it in 21 quarters. The position peaked at $4K in Q2 2021. 772 funds tracked by Wall St. Rank hold OMC as of Q3 2021.

Mark Sheptoff Financial Planning reported no remaining Omnicom Group position as of Q3 2021 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 50 Omnicom Group shares in Q3 2021, an estimated $4K.
Mark Sheptoff Financial Planning first reported a position in Omnicom Group in Q2 2016 and held it in 21 quarters.
Mark Sheptoff Financial Planning's Omnicom Group position peaked at $4K in Q2 2021.
772 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.