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Sage Private Wealth Group’s Omnicom Group OMC Stock Holding History

Sage Private Wealth 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
2022
Q4 		– Sell
-101
Closed -$6K – 137
2022
Q3 		$6K Buy
+101
New +$6.85K 0.01% 167

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sage Private Wealth Group's OMC Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Omnicom Group (OMC) in Q4 2022, closing a stake of 101 shares — an estimated $6K sold.

Sage Private Wealth Group first reported a position in OMC in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 814 funds tracked by Wall St. Rank hold OMC as of Q4 2022.

  • Sage Private Wealth Group reported no remaining Omnicom Group position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 101 Omnicom Group shares in Q4 2022, an estimated $6K.
  • Sage Private Wealth Group first reported a position in Omnicom Group in Q3 2022 and held it in 1 quarter.
  • Sage Private Wealth Group's Omnicom Group position peaked at $6K in Q3 2022.
  • 814 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.