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Castleview Partners’s Omnicom Group OMC Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-118
Closed -$10.2K – 438
2024
Q4 		$10.2K Hold
118
– – 0.01% 580
2024
Q3 		$12.2K Hold
118
– – 0.01% 526
2024
Q2 		$10.6K Buy
118
+52
+79% +$4.83K 0.01% 514
2024
Q1 		$6.39K Hold
66
– – ﹤0.01% 585
2023
Q4 		$5.71K Hold
66
– – ﹤0.01% 566
2023
Q3 		$4.92K Hold
66
– – ﹤0.01% 488
2023
Q2 		$6.28K Hold
66
– – 0.01% 484
2023
Q1 		$6.23K Hold
66
– – 0.01% 477
2022
Q4 		$5.38K Hold
66
– – 0.01% 441
2022
Q3 		$4K Sell
66
-4,184
-98% -$284K ﹤0.01% 473
2022
Q2 		$6.23K Buy
4,250
+4,184
+6,339% +$310K 0.01% 511
2022
Q1 		$5K Buy
+66
New +$5.3K ﹤0.01% 569

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return