TRUE Private Wealth Advisors’s Omnicom Group OMC Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-75	Closed	-$4K	–	552
2020 Q4	$4K	Hold	75	–	–	﹤0.01%	617
2020 Q3	$3K	Hold	75	–	–	﹤0.01%	601
2020 Q2	$4K	Hold	75	–	–	﹤0.01%	585
2020 Q1	$4K	Hold	75	–	–	﹤0.01%	546
2019 Q4	$6K	Buy	+75	New	+$5.88K	﹤0.01%	656
2019 Q3	–	Sell	-75	Closed	-$6K	–	568
2019 Q2	$6K	Buy	+75	New	+$5.92K	﹤0.01%	612
2018 Q4	–	Sell	-926	Closed	-$63.5K	–	711
2018 Q3	$63.5K	Buy	+926	New	+$65K	0.01%	431

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return