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Avitas Wealth Management’s Omnicom Group OMC Stock Holding History

Avitas 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
2024
Q4 		$1.08M Buy
12,589
+103
+0.8% +$10.2K 0.15% 133
2024
Q3 		$1.29M Buy
12,486
+196
+2% +$18.8K 0.18% 127
2024
Q2 		$1.1M Buy
12,290
+29
+0.2% +$2.69K 0.16% 133
2024
Q1 		$1.19M Buy
12,261
+164
+1% +$14.7K 0.18% 133
2023
Q4 		$1.05M Buy
12,097
+856
+8% +$67.5K 0.18% 128
2023
Q3 		$837K Sell
11,241
-86
-0.8% -$7.09K 0.16% 137
2023
Q2 		$1.08M Buy
11,327
+111
+1% +$10.3K 0.2% 122
2023
Q1 		$1.06M Sell
11,216
-13,577
-55% -$1.2M 0.21% 124
2022
Q4 		$2.02M Sell
24,793
-183
-0.7% -$13.6K 0.43% 71
2022
Q3 		$1.58M Sell
24,976
-7,871
-24% -$534K 0.36% 82
2022
Q2 		$2.09M Buy
32,847
+340
+1% +$25.2K 0.46% 67
2022
Q1 		$2.76M Buy
32,507
+410
+1% +$32.9K 0.5% 62
2021
Q4 		$2.35M Buy
32,097
+587
+2% +$41.8K 0.39% 90
2021
Q3 		$2.28M Buy
31,510
+262
+0.8% +$19.5K 0.42% 94
2021
Q2 		$2.5M Buy
31,248
+957
+3% +$77.8K 0.45% 89
2021
Q1 		$2.25M Sell
30,291
-1,820
-6% -$126K 0.44% 83
2020
Q4 		$2M Buy
+32,111
New +$1.84M 0.41% 101

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avitas Wealth Management's OMC Position: Q4 2024 in Review

Avitas Wealth Management increased its Omnicom Group (OMC) stake by 0.82% in Q4 2024, buying an estimated $10.2K and bringing the position to 12,589 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #133.

Avitas Wealth Management first reported a position in OMC in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.76M in Q1 2022. 956 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

  • Avitas Wealth Management held 12,589 shares of Omnicom Group worth $1.08M as of Q4 2024.
  • Avitas Wealth Management bought 103 Omnicom Group shares in Q4 2024, an estimated $10.2K.
  • Omnicom Group made up 0.15% of Avitas Wealth Management's portfolio in Q4 2024, its #133 holding.
  • Avitas Wealth Management first reported a position in Omnicom Group in Q4 2020 and has held it in 17 quarters since.
  • Avitas Wealth Management's Omnicom Group position peaked at $2.76M in Q1 2022.
  • 956 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.