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Curi Wealth Management’s Omnicom Group OMC Stock Holding History

Curi 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
Q1 		– Sell
-2,629
Closed -$227K – 98
2023
Q4 		$227K Buy
+2,629
New +$207K 0.03% 143
2023
Q3 		– Sell
-2,617
Closed -$249K – 174
2023
Q2 		$249K Buy
2,617
+8
+0.3% +$743 0.03% 145
2023
Q1 		$246K Buy
2,609
+9
+0.3% +$797 0.04% 141
2022
Q4 		$212K Buy
+2,600
New +$193K 0.03% 180
2022
Q3 		– Sell
-1,030
Closed -$65K – 540
2022
Q2 		$65K Buy
1,030
+10
+1% +$740 0.01% 207
2022
Q1 		$86K Buy
1,020
+9
+0.9% +$723 0.01% 170
2021
Q4 		$74K Buy
+1,011
New +$71.9K 0.01% 160
2021
Q1 		– Sell
-975
Closed -$60K – 365
2020
Q4 		$60K Buy
+975
New +$55.7K 0.04% 146

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Curi Wealth Management's OMC Position: Q1 2024 in Review

Curi Wealth Management sold out of Omnicom Group (OMC) in Q1 2024, closing a stake of 2,629 shares — an estimated $227K sold.

Curi Wealth Management first reported a position in OMC in Q4 2020 and held it in 8 quarters. The position peaked at $249K in Q2 2023. 884 funds tracked by Wall St. Rank hold OMC as of Q1 2024.

  • Curi Wealth Management reported no remaining Omnicom Group position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 2,629 Omnicom Group shares in Q1 2024, an estimated $227K.
  • Curi Wealth Management first reported a position in Omnicom Group in Q4 2020 and held it in 8 quarters.
  • Curi Wealth Management's Omnicom Group position peaked at $249K in Q2 2023.
  • 884 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.