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PRW Wealth Management’s Omnicom Group OMC Stock Holding History

PRW 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
2021
Q3 		– Sell
-3,225
Closed -$258K – 231
2021
Q2 		$258K Buy
+3,225
New +$262K 0.08% 227
2019
Q2 		– Sell
-16
Closed -$1K – 482
2019
Q1 		$1K Hold
16
– – ﹤0.01% 622
2018
Q4 		$1K Buy
+16
New +$1.19K ﹤0.01% 611

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PRW Wealth Management's OMC Position: Q3 2021 in Review

PRW Wealth Management sold out of Omnicom Group (OMC) in Q3 2021, closing a stake of 3,225 shares — an estimated $258K sold.

PRW Wealth Management first reported a position in OMC in Q4 2018 and held it in 3 quarters. The position peaked at $258K in Q2 2021. 772 funds tracked by Wall St. Rank hold OMC as of Q3 2021.

  • PRW Wealth Management reported no remaining Omnicom Group position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 3,225 Omnicom Group shares in Q3 2021, an estimated $258K.
  • PRW Wealth Management first reported a position in Omnicom Group in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Omnicom Group position peaked at $258K in Q2 2021.
  • 772 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.