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Wealthspire Advisors (Maryland)’s Omnicom Group OMC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$254K Sell
5,125
-914
-15% -$48.9K 0.01% 386
2020
Q2 		$330K Sell
6,039
-651
-10% -$35.4K 0.02% 325
2020
Q1 		$367K Sell
6,690
-534
-7% -$37.9K 0.03% 274
2019
Q4 		$585K Buy
7,224
+105
+1% +$8.23K 0.04% 249
2019
Q3 		$557K Sell
7,119
-33
-0.5% -$2.62K 0.04% 241
2019
Q2 		$586K Buy
7,152
+70
+1% +$5.52K 0.04% 231
2019
Q1 		$517K Sell
7,082
-1,005
-12% -$75.5K 0.04% 248
2018
Q4 		$592K Buy
8,087
+407
+5% +$30.2K 0.05% 194
2018
Q3 		$522K Sell
7,680
-1,790
-19% -$126K 0.04% 236
2018
Q2 		$722K Buy
9,470
+19
+0.2% +$1.4K 0.07% 173
2018
Q1 		$687K Sell
9,451
-93
-1% -$6.97K 0.06% 188
2017
Q4 		$695K Buy
9,544
+520
+6% +$37.3K 0.07% 193
2017
Q3 		$668K Sell
9,024
-1,180
-12% -$90.9K 0.07% 182
2017
Q2 		$846K Buy
10,204
+3,842
+60% +$320K 0.1% 138
2017
Q1 		$548K Sell
6,362
-329
-5% -$28.1K 0.08% 166
2016
Q4 		$569K Buy
6,691
+766
+13% +$64.2K 0.09% 154
2016
Q3 		$504K Sell
5,925
-193
-3% -$16.2K 0.08% 174
2016
Q2 		$499K Sell
6,118
-1,854
-23% -$154K 0.08% 162
2016
Q1 		$664K Buy
7,972
+1,013
+15% +$76.3K 0.12% 125
2015
Q4 		$527K Buy
+6,959
New +$511K 0.1% 144

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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

Wealthspire Advisors (Maryland)'s OMC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Omnicom Group (OMC) stake by 15% in Q3 2020, selling an estimated $48.9K and leaving 5,125 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #386.

Wealthspire Advisors (Maryland) first reported a position in OMC in Q4 2015 and has held it in 20 quarters since. The position peaked at $846K in Q2 2017. 684 funds tracked by Wall St. Rank hold OMC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 5,125 shares of Omnicom Group worth $254K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 914 Omnicom Group shares in Q3 2020, an estimated $48.9K.
  • Omnicom Group made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #386 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Omnicom Group in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Omnicom Group position peaked at $846K in Q2 2017.
  • 684 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.