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UBP Investment Advisors’s Omnicom Group OMC Stock Holding History

UBP Investment 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
2022
Q3 		– Sell
-4,396
Closed -$280K – 99
2022
Q2 		$280K Sell
4,396
-8,734
-67% -$646K 0.11% 93
2022
Q1 		$1.95M Sell
13,130
-3,076
-19% -$247K 0.73% 30
2021
Q4 		$1.19M Buy
16,206
+200
+1% +$14.2K 0.43% 46
2021
Q3 		$1.16M Sell
16,006
-4,161
-21% -$309K 0.45% 48
2021
Q2 		$1.61M Buy
+20,167
New +$1.64M 0.59% 37

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

UBP Investment Advisors's OMC Position: Q3 2022 in Review

UBP Investment Advisors sold out of Omnicom Group (OMC) in Q3 2022, closing a stake of 4,396 shares — an estimated $280K sold.

UBP Investment Advisors first reported a position in OMC in Q2 2021 and held it in 5 quarters. The position peaked at $1.95M in Q1 2022. 763 funds tracked by Wall St. Rank hold OMC as of Q3 2022.

  • UBP Investment Advisors reported no remaining Omnicom Group position as of Q3 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 4,396 Omnicom Group shares in Q3 2022, an estimated $280K.
  • UBP Investment Advisors first reported a position in Omnicom Group in Q2 2021 and held it in 5 quarters.
  • UBP Investment Advisors's Omnicom Group position peaked at $1.95M in Q1 2022.
  • 763 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.