Reilly Financial Advisors’s Omnicom Group OMC Stock Holding History

Reilly Financial 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 Q4	$2K	Sell	23 -47	-67%	-$3.34K	﹤0.01%	1004
2021 Q3	$5K	Sell	70 -123	-64%	-$9.14K	﹤0.01%	752
2021 Q2	$15K	Sell	193 -51	-21%	-$4.14K	﹤0.01%	613
2021 Q1	$18K	Buy	244 +51	+26%	+$3.52K	﹤0.01%	560
2020 Q4	$12K	Hold	193	–	–	﹤0.01%	599
2020 Q3	$10K	Hold	193	–	–	﹤0.01%	572
2020 Q2	$11K	Hold	193	–	–	﹤0.01%	563
2020 Q1	$11K	Hold	193	–	–	﹤0.01%	540
2019 Q4	$16K	Sell	193 -142	-42%	-$11.1K	﹤0.01%	546
2019 Q3	$26K	Sell	335 -38	-10%	-$3.02K	﹤0.01%	455
2019 Q2	$31K	Buy	373 +38	+11%	+$3K	﹤0.01%	445
2019 Q1	$24K	Hold	335	–	–	﹤0.01%	490
2018 Q4	$25K	Sell	335 -50	-13%	-$3.71K	﹤0.01%	447
2018 Q3	$26K	Sell	385 -147	-28%	-$10.3K	﹤0.01%	491
2018 Q2	$41K	Hold	532	–	–	0.01%	345
2018 Q1	$39K	Buy	532 +147	+38%	+$11K	0.01%	335
2017 Q4	$28K	Hold	385	–	–	﹤0.01%	427
2017 Q3	$29K	Hold	385	–	–	﹤0.01%	405
2017 Q2	$32K	Hold	385	–	–	﹤0.01%	391
2017 Q1	$33K	Buy	385 +170	+79%	+$14.5K	0.01%	364
2016 Q4	$18K	Buy	+215	New	+$18K	﹤0.01%	467
2016 Q2	–	Sell	-90	Closed	-$8K	–	925
2016 Q1	$8K	Buy	+90	New	+$6.78K	﹤0.01%	817

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Reilly Financial Advisors's OMC Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Omnicom Group (OMC) stake by 67% in Q4 2021, selling an estimated $3.34K and leaving 23 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Reilly Financial Advisors first reported a position in OMC in Q1 2016 and has held it in 22 quarters since. The position peaked at $41K in Q2 2018. 786 funds tracked by Wall St. Rank hold OMC as of Q4 2021.

Reilly Financial Advisors held 23 shares of Omnicom Group worth $2K as of Q4 2021.
Reilly Financial Advisors sold 47 Omnicom Group shares in Q4 2021, an estimated $3.34K.
Omnicom Group made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1004 holding.
Reilly Financial Advisors first reported a position in Omnicom Group in Q1 2016 and has held it in 22 quarters since.
Reilly Financial Advisors's Omnicom Group position peaked at $41K in Q2 2018.
786 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.