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SFMG Wealth Advisors’s Omnicom Group OMC Stock Holding History

SFMG 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
2024
Q1 		– Sell
-2,368
Closed -$205K – 292
2023
Q4 		$205K Sell
2,368
-611
-21% -$48.2K 0.02% 239
2023
Q3 		$222K Sell
2,979
-838
-22% -$69.1K 0.02% 211
2023
Q2 		$363K Buy
3,817
+37
+1% +$3.44K 0.04% 155
2023
Q1 		$357K Hold
3,780
– – 0.04% 162
2022
Q4 		$308K Sell
3,780
-135
-3% -$10K 0.03% 178
2022
Q3 		$257K Buy
3,915
+127
+3% +$8.61K 0.03% 184
2022
Q2 		$241K Buy
3,788
+426
+13% +$31.5K 0.03% 206
2022
Q1 		$285K Hold
3,362
– – 0.03% 209
2021
Q4 		$246K Buy
+3,362
New +$239K 0.02% 234

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 $3.37T AUM 44.26% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

SFMG Wealth Advisors's OMC Position: Q1 2024 in Review

SFMG Wealth Advisors sold out of Omnicom Group (OMC) in Q1 2024, closing a stake of 2,368 shares — an estimated $205K sold.

SFMG Wealth Advisors first reported a position in OMC in Q4 2021 and held it in 9 quarters. The position peaked at $363K in Q2 2023. 885 funds tracked by Wall St. Rank hold OMC as of Q1 2024.

  • SFMG Wealth Advisors reported no remaining Omnicom Group position as of Q1 2024 after selling out during the quarter.
  • SFMG Wealth Advisors sold 2,368 Omnicom Group shares in Q1 2024, an estimated $205K.
  • SFMG Wealth Advisors first reported a position in Omnicom Group in Q4 2021 and held it in 9 quarters.
  • SFMG Wealth Advisors's Omnicom Group position peaked at $363K in Q2 2023.
  • 885 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2024.

Based on SFMG Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.