Aspire Private Capital’s Omnicom Group OMC Stock Holding History

Aspire Private Capital’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	–	Hold	0	–	–	–	748
2023 Q4	–	Hold	0	–	–	–	733
2023 Q3	–	Hold	0	–	–	–	723
2023 Q2	–	Hold	0	–	–	–	684
2023 Q1	–	Hold	0	–	–	–	675
2022 Q4	–	Hold	0	–	–	–	675
2022 Q3	–	Sell	-1	Closed	-$68	–	647
2022 Q2	$0	Buy	+1	New	+$74	﹤0.01%	636
2021 Q2	–	Sell	-217	Closed	-$16K	–	617
2021 Q1	$16K	Buy	217 +210	+3,000%	+$14.5K	0.01%	295
2020 Q4	$0	Hold	7	–	–	﹤0.01%	511
2020 Q3	$0	Sell	7 -233	-97%	-$12.5K	﹤0.01%	500
2020 Q2	$13K	Buy	240 +232	+2,900%	+$12.6K	0.01%	200
2020 Q1	$0	Sell	8 -6	-43%	-$426	﹤0.01%	423
2019 Q4	$1K	Hold	14	–	–	﹤0.01%	447
2019 Q3	$1K	Sell	14 -46	-77%	-$3.65K	﹤0.01%	427
2019 Q2	$5K	Buy	+60	New	+$4.74K	﹤0.01%	311

Other funds holding OMC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Fidelity International

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

Geode Capital Management

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

Massachusetts Financial Services

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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