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Realta Investment Advisors’s Omnicom Group OMC Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-94
Closed -$7K – 1042
2019
Q4 		$7K Sell
94
-391
-81% -$30.6K ﹤0.01% 1248
2019
Q3 		$36K Buy
485
+80
+20% +$6.35K 0.01% 760
2019
Q2 		$33K Buy
+405
New +$32K 0.01% 774

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Realta Investment Advisors's OMC Position: Q1 2020 in Review

Realta Investment Advisors sold out of Omnicom Group (OMC) in Q1 2020, closing a stake of 94 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in OMC in Q2 2019 and held it in 3 quarters. The position peaked at $36K in Q3 2019. 743 funds tracked by Wall St. Rank hold OMC as of Q1 2020.

  • Realta Investment Advisors reported no remaining Omnicom Group position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 94 Omnicom Group shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in Omnicom Group in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Omnicom Group position peaked at $36K in Q3 2019.
  • 743 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.