Winch Advisory Services’s Omnicom Group OMC Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-40	Closed	-$3K	–	423
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	303
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	327
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	358
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	375
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	387
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	392
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	361
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	374
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	338
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	338
2020 Q1	$2K	Buy	+40	New	+$2.84K	﹤0.01%	290

Other funds holding OMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Winch Advisory Services's OMC Position: Q4 2022 in Review

Winch Advisory Services sold out of Omnicom Group (OMC) in Q4 2022, closing a stake of 40 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in OMC in Q1 2020 and held it in 11 quarters. The position peaked at $3K in Q3 2022. 814 funds tracked by Wall St. Rank hold OMC as of Q4 2022.

Winch Advisory Services reported no remaining Omnicom Group position as of Q4 2022 after selling out during the quarter.
Winch Advisory Services sold 40 Omnicom Group shares in Q4 2022, an estimated $3K.
Winch Advisory Services first reported a position in Omnicom Group in Q1 2020 and held it in 11 quarters.
Winch Advisory Services's Omnicom Group position peaked at $3K in Q3 2022.
814 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2022.

Based on Winch Advisory Services's 13F filing for Q4 2022, filed 26 Jan 2023.