Wilbanks Smith & Thomas Asset Management’s Omnicom Group OMC Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	–	Sell	-4,558	Closed	-$394K	–	538
2023 Q4	$394K	Hold	4,558	–	–	0.01%	372
2023 Q3	$339K	Hold	4,558	–	–	0.01%	376
2023 Q2	$434K	Sell	4,558 -14	-0.3%	-$1.3K	0.01%	346
2023 Q1	$431K	Buy	4,572 +14	+0.3%	+$1.24K	0.02%	333
2022 Q4	$372K	Hold	4,558	–	–	0.01%	355
2022 Q3	$288K	Hold	4,558	–	–	0.01%	371
2022 Q2	$290K	Hold	4,558	–	–	0.01%	384
2022 Q1	$356K	Sell	4,558 -20	-0.4%	-$1.61K	0.01%	362
2021 Q4	$335K	Buy	4,578 +25	+0.5%	+$1.78K	0.01%	392
2021 Q3	$330K	Hold	4,553	–	–	0.01%	368
2021 Q2	$364K	Hold	4,553	–	–	0.01%	356
2021 Q1	$338K	Sell	4,553 -409	-8%	-$28.2K	0.01%	346
2020 Q4	$309K	Buy	4,962 +61	+1%	+$3.49K	0.01%	328
2020 Q3	$243K	Hold	4,901	–	–	0.01%	345
2020 Q2	$268K	Hold	4,901	–	–	0.02%	323
2020 Q1	$269K	Hold	4,901	–	–	0.02%	300
2019 Q4	$397K	Buy	4,901 +592	+14%	+$46.4K	0.02%	281
2019 Q3	$337K	Hold	4,309	–	–	0.02%	295
2019 Q2	$353K	Hold	4,309	–	–	0.02%	280
2019 Q1	$315K	Hold	4,309	–	–	0.02%	298
2018 Q4	$316K	Hold	4,309	–	–	0.02%	256
2018 Q3	$293K	Hold	4,309	–	–	0.02%	308
2018 Q2	$329K	Hold	4,309	–	–	0.03%	246
2018 Q1	$313K	Hold	4,309	–	–	0.03%	253
2017 Q4	$314K	Sell	4,309 -482	-10%	-$34.6K	0.02%	258
2017 Q3	$355K	Hold	4,791	–	–	0.03%	230
2017 Q2	$397K	Sell	4,791 -35	-0.7%	-$2.92K	0.03%	206
2017 Q1	$416K	Sell	4,826 -9	-0.2%	-$768	0.04%	193
2016 Q4	$412K	Buy	4,835 +482	+11%	+$40.4K	0.04%	184
2016 Q3	$370K	Hold	4,353	–	–	0.03%	195
2016 Q2	$355K	Hold	4,353	–	–	0.04%	200
2016 Q1	$362K	Buy	4,353 +44	+1%	+$3.31K	0.04%	198
2015 Q4	$326K	Hold	4,309	–	–	0.03%	198
2015 Q3	$284K	Sell	4,309 -81	-2%	-$5.68K	0.04%	204
2015 Q2	$305K	Buy	4,390 +81	+2%	+$6.12K	0.03%	229
2015 Q1	$336K	Hold	4,309	–	–	0.03%	212
2014 Q4	$334K	Hold	4,309	–	–	0.03%	222
2014 Q3	$297K	Hold	4,309	–	–	0.03%	214
2014 Q2	$307K	Sell	4,309 -3,530	-45%	-$246K	0.03%	218
2014 Q1	$569K	Hold	7,839	–	–	0.06%	162
2013 Q4	$583K	Hold	7,839	–	–	0.07%	153
2013 Q3	$497K	Hold	7,839	–	–	0.07%	165
2013 Q2	$493K	Buy	+7,839	New	+$481K	0.08%	150

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BGC

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

Wilbanks Smith & Thomas Asset Management's OMC Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management sold out of Omnicom Group (OMC) in Q1 2024, closing a stake of 4,558 shares — an estimated $394K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in OMC in Q2 2013 and held it in 43 quarters. The position peaked at $583K in Q4 2013. 885 funds tracked by Wall St. Rank hold OMC as of Q1 2024.

Wilbanks Smith & Thomas Asset Management reported no remaining Omnicom Group position as of Q1 2024 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 4,558 Omnicom Group shares in Q1 2024, an estimated $394K.
Wilbanks Smith & Thomas Asset Management first reported a position in Omnicom Group in Q2 2013 and held it in 43 quarters.
Wilbanks Smith & Thomas Asset Management's Omnicom Group position peaked at $583K in Q4 2013.
885 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.