Avantax Planning Partners’s Omnicom Group OMC Stock Holding History

Avantax Planning Partners’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
2025 Q2	–	Sell	-2,573	Closed	-$213K	–	459
2025 Q1	$213K	Hold	2,573	–	–	0.01%	401
2024 Q4	$221K	Hold	2,573	–	–	0.01%	395
2024 Q3	$266K	Sell	2,573 -32	-1%	-$3.08K	0.01%	357
2024 Q2	$234K	Hold	2,605	–	–	0.01%	407
2024 Q1	$252K	Sell	2,605 -719	-22%	-$64.5K	0.01%	394
2023 Q4	$288K	Sell	3,324 -2	-0.1%	-$158	0.01%	302
2023 Q3	$248K	Sell	3,326 -402	-11%	-$33.1K	0.01%	310
2023 Q2	$355K	Buy	3,728 +129	+4%	+$12K	0.01%	268
2023 Q1	$340K	Buy	3,599 +269	+8%	+$23.8K	0.01%	270
2022 Q4	$272K	Buy	+3,330	New	+$247K	0.01%	311
2018 Q4	–	Sell	-395	Closed	-$27K	–	915
2018 Q3	$27K	Buy	+395	New	+$27.7K	﹤0.01%	631
2018 Q2	–	Sell	-506	Closed	-$37K	–	1081
2018 Q1	$37K	Buy	+506	New	+$37.9K	﹤0.01%	592

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

Massachusetts Financial Services

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wellington Management Group

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return