MinichMacGregor Wealth Management’s Omnicom Group OMC Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-1,023	Closed	-$83.4K	–	464
2022 Q4	$83.4K	Buy	+1,023	New	+$75.9K	0.03%	132
2018 Q4	–	Sell	-1,023	Closed	-$69K	–	368
2018 Q3	$69K	Hold	1,023	–	–	0.05%	104
2018 Q2	$77K	Hold	1,023	–	–	0.05%	90
2018 Q1	$74K	Hold	1,023	–	–	0.06%	86
2017 Q4	$74K	Hold	1,023	–	–	0.06%	83
2017 Q3	$75K	Hold	1,023	–	–	0.06%	77
2017 Q2	$84K	Hold	1,023	–	–	0.07%	69
2017 Q1	$88K	Hold	1,023	–	–	0.08%	70
2016 Q4	$87K	Hold	1,023	–	–	0.08%	73
2016 Q3	$86K	Hold	1,023	–	–	0.08%	77
2016 Q2	$83K	Hold	1,023	–	–	0.08%	76
2016 Q1	$85K	Hold	1,023	–	–	0.08%	75
2015 Q4	$76K	Buy	+1,023	New	+$75.1K	0.07%	77

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

MinichMacGregor Wealth Management's OMC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Omnicom Group (OMC) in Q1 2023, closing a stake of 1,023 shares — an estimated $83.4K sold.

MinichMacGregor Wealth Management first reported a position in OMC in Q4 2015 and held it in 13 quarters. The position peaked at $88K in Q1 2017. 868 funds tracked by Wall St. Rank hold OMC as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Omnicom Group position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,023 Omnicom Group shares in Q1 2023, an estimated $83.4K.
MinichMacGregor Wealth Management first reported a position in Omnicom Group in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Omnicom Group position peaked at $88K in Q1 2017.
868 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.