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Regent Peak Wealth Advisors’s Omnicom Group OMC Stock Holding History

Regent Peak 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
Q1 		– Sell
-90
Closed -$6K – 718
2020
Q4 		$6K Buy
+90
New +$5.14K ﹤0.01% 636

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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
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
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

Regent Peak Wealth Advisors's OMC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Omnicom Group (OMC) in Q1 2021, closing a stake of 90 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in OMC in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 746 funds tracked by Wall St. Rank hold OMC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Omnicom Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 90 Omnicom Group shares in Q1 2021, an estimated $6K.
  • Regent Peak Wealth Advisors first reported a position in Omnicom Group in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Omnicom Group position peaked at $6K in Q4 2020.
  • 746 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.