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Cassady Schiller Wealth Management’s Omnicom Group OMC Stock Holding History

Cassady Schiller 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 		$2.5K Buy
+29
New +$2.88K ﹤0.01% 534
2022
Q1 		– Sell
-5
Closed – – 444
2021
Q4 		$0 Buy
+5
New +$356 ﹤0.01% 621

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

Cassady Schiller Wealth Management's OMC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Omnicom Group (OMC) in Q4 2024: 29 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in OMC as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in OMC in Q4 2021 and has held it in 2 quarters since. 956 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

  • Cassady Schiller Wealth Management held 29 shares of Omnicom Group worth $2.5K as of Q4 2024.
  • Omnicom Group was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Omnicom Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #534 holding.
  • Cassady Schiller Wealth Management first reported a position in Omnicom Group in Q4 2021 and has held it in 2 quarters since.
  • 956 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.