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Principle Wealth Partners’s Omnicom Group OMC Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-421
Closed -$23K – 344
2020
Q2 		$23K Buy
+421
New +$22.9K 0.01% 341

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principle Wealth Partners's OMC Position: Q3 2020 in Review

Principle Wealth Partners sold out of Omnicom Group (OMC) in Q3 2020, closing a stake of 421 shares — an estimated $23K sold.

Principle Wealth Partners first reported a position in OMC in Q2 2020 and held it in 1 quarter. The position peaked at $23K in Q2 2020. 684 funds tracked by Wall St. Rank hold OMC as of Q3 2020.

  • Principle Wealth Partners reported no remaining Omnicom Group position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 421 Omnicom Group shares in Q3 2020, an estimated $23K.
  • Principle Wealth Partners first reported a position in Omnicom Group in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Omnicom Group position peaked at $23K in Q2 2020.
  • 684 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.