Polaris Wealth Advisory Group’s Omnicom Group OMC Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-273,521	Closed	-$17.4M	–	192
2020 Q4	$17.4M	Buy	+273,521	New	+$15.6M	1.3%	30
2017 Q1	–	Sell	-159,248	Closed	-$13.6M	–	118
2016 Q4	$13.6M	Sell	159,248 -2,806	-2%	-$235K	1.57%	31
2016 Q3	$13.8M	Buy	162,054 +8,093	+5%	+$678K	1.65%	33
2016 Q2	$12.5M	Buy	+153,961	New	+$12.8M	1.95%	26
2015 Q2	–	Sell	-61,776	Closed	-$4.82M	–	82
2015 Q1	$4.82M	Buy	+61,776	New	+$4.72M	0.88%	49

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Polaris Wealth Advisory Group's OMC Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of Omnicom Group (OMC) in Q1 2021, closing a stake of 273,521 shares — an estimated $17.4M sold.

Polaris Wealth Advisory Group first reported a position in OMC in Q1 2015 and held it in 5 quarters. The position peaked at $17.4M in Q4 2020. 746 funds tracked by Wall St. Rank hold OMC as of Q1 2021.

Polaris Wealth Advisory Group reported no remaining Omnicom Group position as of Q1 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 273,521 Omnicom Group shares in Q1 2021, an estimated $17.4M.
Polaris Wealth Advisory Group first reported a position in Omnicom Group in Q1 2015 and held it in 5 quarters.
Polaris Wealth Advisory Group's Omnicom Group position peaked at $17.4M in Q4 2020.
746 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.