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Peak Financial Advisors’s Omnicom Group OMC Stock Holding History

Peak Financial Advisors’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
-5,848
Closed -$468K – 79
2021
Q2 		$468K Buy
5,848
+475
+9% +$38.6K 0.4% 49
2021
Q1 		$398K Buy
+5,373
New +$371K 0.34% 53

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peak Financial Advisors's OMC Position: Q3 2021 in Review

Peak Financial Advisors sold out of Omnicom Group (OMC) in Q3 2021, closing a stake of 5,848 shares — an estimated $468K sold.

Peak Financial Advisors first reported a position in OMC in Q1 2021 and held it in 2 quarters. The position peaked at $468K in Q2 2021. 771 funds tracked by Wall St. Rank hold OMC as of Q3 2021.

  • Peak Financial Advisors reported no remaining Omnicom Group position as of Q3 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 5,848 Omnicom Group shares in Q3 2021, an estimated $468K.
  • Peak Financial Advisors first reported a position in Omnicom Group in Q1 2021 and held it in 2 quarters.
  • Peak Financial Advisors's Omnicom Group position peaked at $468K in Q2 2021.
  • 771 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2021.

Based on Peak Financial Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.