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B.O.S.S. Retirement Advisors’s Omnicom Group OMC Stock Holding History

B.O.S.S. Retirement Advisors’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 		– Sell
-17,121
Closed -$1.77M – 269
2024
Q3 		$1.77M Buy
17,121
+880
+5% +$84.6K 0.36% 70
2024
Q2 		$1.46M Buy
16,241
+649
+4% +$60.3K 0.37% 72
2024
Q1 		$1.35M Sell
15,592
-1,809
-10% -$162K 0.52% 77
2023
Q4 		$1.51M Sell
17,401
-3,005
-15% -$237K 0.29% 116
2023
Q3 		$1.52M Sell
20,406
-1,429
-7% -$118K 0.33% 114
2023
Q2 		$2.08M Sell
21,835
-2,670
-11% -$248K 0.44% 66
2023
Q1 		$2.31M Sell
24,505
-6,164
-20% -$546K 0.54% 53
2022
Q4 		$2.5M Buy
+30,669
New +$2.28M 0.64% 42

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

B.O.S.S. Retirement Advisors's OMC Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 17,121 shares — an estimated $1.77M sold.

B.O.S.S. Retirement Advisors first reported a position in OMC in Q4 2022 and held it in 8 quarters. The position peaked at $2.5M in Q4 2022. 956 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 17,121 Omnicom Group shares in Q4 2024, an estimated $1.77M.
  • B.O.S.S. Retirement Advisors first reported a position in Omnicom Group in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's Omnicom Group position peaked at $2.5M in Q4 2022.
  • 956 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.