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Phoenix Wealth Advisors’s Omnicom Group OMC Stock Holding History

Phoenix Wealth 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
Q4 		– Sell
-400
Closed -$29K – 287
2021
Q3 		$29K Buy
+400
New +$29.7K 0.02% 236
2021
Q1 		– Sell
-400
Closed -$25K – 363
2020
Q4 		$25K Buy
+400
New +$22.9K 0.02% 241

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Phoenix Wealth Advisors's OMC Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Omnicom Group (OMC) in Q4 2021, closing a stake of 400 shares — an estimated $29K sold.

Phoenix Wealth Advisors first reported a position in OMC in Q4 2020 and held it in 2 quarters. The position peaked at $29K in Q3 2021. 785 funds tracked by Wall St. Rank hold OMC as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Omnicom Group position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 400 Omnicom Group shares in Q4 2021, an estimated $29K.
  • Phoenix Wealth Advisors first reported a position in Omnicom Group in Q4 2020 and held it in 2 quarters.
  • Phoenix Wealth Advisors's Omnicom Group position peaked at $29K in Q3 2021.
  • 785 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.