SWM
OMC icon

SVA Wealth Management’s Omnicom Group OMC Stock Holding History

SVA 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
2020
Q4 		$615K Sell
9,865
-2,697
-21% -$154K 0.05% 147
2020
Q3 		$622K Sell
12,562
-1,949
-13% -$104K 0.06% 137
2020
Q2 		$792K Sell
14,511
-206
-1% -$11.2K 0.08% 123
2020
Q1 		$808K Buy
+14,717
New +$1.04M 0.09% 120

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

SVA Wealth Management's OMC Position: Q4 2020 in Review

SVA Wealth Management reduced its Omnicom Group (OMC) stake by 21% in Q4 2020, selling an estimated $154K and leaving 9,865 shares worth $615K. The position accounts for 0.05% of the portfolio, ranked #147.

SVA Wealth Management first reported a position in OMC in Q1 2020 and has held it in 4 quarters since. The position peaked at $808K in Q1 2020. 736 funds tracked by Wall St. Rank hold OMC as of Q4 2020.

  • SVA Wealth Management held 9,865 shares of Omnicom Group worth $615K as of Q4 2020.
  • SVA Wealth Management sold 2,697 Omnicom Group shares in Q4 2020, an estimated $154K.
  • Omnicom Group made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #147 holding.
  • SVA Wealth Management first reported a position in Omnicom Group in Q1 2020 and has held it in 4 quarters since.
  • SVA Wealth Management's Omnicom Group position peaked at $808K in Q1 2020.
  • 736 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.