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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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