Sugarloaf Wealth Management’s Omnicom Group OMC Stock Holding History

Sugarloaf Wealth Management’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
2023 Q1	–	Sell	-8	Closed	-$686	–	760
2022 Q4	$686	Sell	8 -1	-11%	-$74	﹤0.01%	722
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	787
2022 Q2	$1K	Buy	9 +1	+13%	+$74	﹤0.01%	752
2022 Q1	$1K	Sell	8 -1	-11%	-$80	﹤0.01%	692
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	721
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	735
2021 Q2	$1K	Buy	9 +1	+13%	+$81	﹤0.01%	727
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	720
2020 Q4	$0	Hold	8	–	–	﹤0.01%	746
2020 Q3	$0	Hold	8	–	–	﹤0.01%	708
2020 Q2	$0	Hold	8	–	–	﹤0.01%	715
2020 Q1	$0	Sell	8 -69	-90%	-$4.9K	﹤0.01%	724
2019 Q4	$6K	Buy	+77	New	+$6.03K	﹤0.01%	522

Other funds holding OMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Sugarloaf Wealth Management's OMC Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Omnicom Group (OMC) in Q1 2023, closing a stake of 8 shares — an estimated $686 sold.

Sugarloaf Wealth Management first reported a position in OMC in Q4 2019 and held it in 13 quarters. The position peaked at $6K in Q4 2019. 868 funds tracked by Wall St. Rank hold OMC as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Omnicom Group position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 8 Omnicom Group shares in Q1 2023, an estimated $686.
Sugarloaf Wealth Management first reported a position in Omnicom Group in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's Omnicom Group position peaked at $6K in Q4 2019.
868 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.