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Brophy Wealth Management’s Omnicom Group OMC Stock Holding History

Brophy 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
Q3 		$526K Buy
+5,085
New +$489K 0.19% 123

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

Brophy Wealth Management's OMC Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Omnicom Group (OMC) in Q3 2024: 5,085 shares worth $526K. The stake represents 0.19% of the portfolio and ranks #123 among its holdings.

939 funds tracked by Wall St. Rank hold OMC as of Q3 2024.

  • Brophy Wealth Management held 5,085 shares of Omnicom Group worth $526K as of Q3 2024.
  • Omnicom Group was a new Brophy Wealth Management position in Q3 2024.
  • Omnicom Group made up 0.19% of Brophy Wealth Management's portfolio in Q3 2024, its #123 holding.
  • 939 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.