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Safeguard Investment Advisory Group’s Omnicom Group OMC Stock Holding History

Safeguard Investment Advisory Group’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
-22
Closed -$1K – 498
2020
Q4 		$1K Buy
+22
New +$1.26K ﹤0.01% 682

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Safeguard Investment Advisory Group's OMC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Omnicom Group (OMC) in Q1 2021, closing a stake of 22 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in OMC in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 745 funds tracked by Wall St. Rank hold OMC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Omnicom Group position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 22 Omnicom Group shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in Omnicom Group in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Omnicom Group position peaked at $1K in Q4 2020.
  • 745 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.