Western Wealth Management’s Omnicom Group OMC Stock Holding History

Western 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	-11,972	Closed	-$977K	–	659
2022 Q4	$977K	Sell	11,972 -1,541	-11%	-$114K	0.1%	224
2022 Q3	$978K	Buy	13,513 +433	+3%	+$29.4K	0.06%	311
2022 Q2	$843K	Buy	13,080 +551	+4%	+$40.8K	0.05%	341
2022 Q1	$1.06M	Buy	+12,529	New	+$1.01M	0.05%	324

Other funds holding OMC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Western Wealth Management sold out of Omnicom Group (OMC) in Q1 2023, closing a stake of 11,972 shares — an estimated $977K sold.

Western Wealth Management first reported a position in OMC in Q1 2022 and held it in 4 quarters. The position peaked at $1.06M in Q1 2022. 868 funds tracked by Wall St. Rank hold OMC as of Q1 2023.

Western Wealth Management reported no remaining Omnicom Group position as of Q1 2023 after selling out during the quarter.
Western Wealth Management sold 11,972 Omnicom Group shares in Q1 2023, an estimated $977K.
Western Wealth Management first reported a position in Omnicom Group in Q1 2022 and held it in 4 quarters.
Western Wealth Management's Omnicom Group position peaked at $1.06M in Q1 2022.
868 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2023.

Based on Western Wealth Management's 13F filing for Q1 2023, filed 30 Aug 2023.