Baystate Wealth Management’s Omnicom Group OMC Stock Holding History

Baystate 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
2023 Q4	$11.3K	Hold	130	–	–	﹤0.01%	694
2023 Q3	$9.71K	Buy	130 +94	+261%	+$7.75K	﹤0.01%	587
2023 Q2	$3.44K	Buy	36 +1	+3%	+$93	﹤0.01%	766
2023 Q1	$3.38K	Hold	35	–	–	﹤0.01%	754
2022 Q4	$3K	Hold	35	–	–	﹤0.01%	749
2022 Q3	$2K	Buy	35 +1	+3%	+$68	﹤0.01%	760
2022 Q2	$2K	Hold	34	–	–	﹤0.01%	774
2022 Q1	$3K	Hold	34	–	–	﹤0.01%	716
2021 Q4	$3K	Buy	34 +1	+3%	+$71	﹤0.01%	719
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	692
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	621
2021 Q1	$2K	Buy	33 +1	+3%	+$69	﹤0.01%	604
2020 Q4	$2K	Sell	32 -1	-3%	-$57	﹤0.01%	577
2020 Q3	$2K	Sell	33 -39	-54%	-$2.09K	﹤0.01%	545
2020 Q2	$4K	Buy	72 +40	+125%	+$2.18K	﹤0.01%	487
2020 Q1	$2K	Hold	32	–	–	﹤0.01%	507
2019 Q4	$3K	Buy	32 +1	+3%	+$78	﹤0.01%	491
2019 Q3	$2K	Sell	31 -38	-55%	-$3.02K	﹤0.01%	486
2019 Q2	$6K	Buy	69 +38	+123%	+$3K	﹤0.01%	415
2019 Q1	$2K	Buy	31 +1	+3%	+$75	﹤0.01%	514
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	517
2018 Q3	$2K	Hold	30	–	–	﹤0.01%	531
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	553
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	515
2017 Q4	$2K	Hold	30	–	–	﹤0.01%	513
2017 Q3	$2K	Hold	30	–	–	﹤0.01%	497
2017 Q2	$2K	Hold	30	–	–	﹤0.01%	507
2017 Q1	$3K	Buy	+30	New	+$2.56K	﹤0.01%	433
2013 Q3	–	Sell	-1,000	Closed	-$63K	–	168
2013 Q2	$63K	Buy	+1,000	New	+$61.3K	0.03%	85

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

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

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

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

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

BGC

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

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

Baystate Wealth Management's OMC Position: Q4 2023 in Review

Baystate Wealth Management held its Omnicom Group (OMC) position steady in Q4 2023 at 130 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Baystate Wealth Management first reported a position in OMC in Q2 2013 and has held it in 29 quarters since. The position peaked at $63K in Q2 2013. 876 funds tracked by Wall St. Rank hold OMC as of Q4 2023.

Baystate Wealth Management held 130 shares of Omnicom Group worth $11.3K as of Q4 2023.
Baystate Wealth Management left its Omnicom Group share count unchanged in Q4 2023.
Omnicom Group made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #694 holding.
Baystate Wealth Management first reported a position in Omnicom Group in Q2 2013 and has held it in 29 quarters since.
Baystate Wealth Management's Omnicom Group position peaked at $63K in Q2 2013.
876 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.