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Delos Wealth Advisors’s Omnicom Group OMC Stock Holding History

Delos Wealth Advisors’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 		– Sell
-23
Closed -$2.06K – 316
2024
Q2 		$2.06K Hold
23
– – ﹤0.01% 206
2024
Q1 		$2.23K Buy
+23
New +$2.06K ﹤0.01% 205

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

Delos Wealth Advisors's OMC Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Omnicom Group (OMC) in Q3 2024, closing a stake of 23 shares — an estimated $2.06K sold.

Delos Wealth Advisors first reported a position in OMC in Q1 2024 and held it in 2 quarters. The position peaked at $2.23K in Q1 2024. 939 funds tracked by Wall St. Rank hold OMC as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Omnicom Group position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 23 Omnicom Group shares in Q3 2024, an estimated $2.06K.
  • Delos Wealth Advisors first reported a position in Omnicom Group in Q1 2024 and held it in 2 quarters.
  • Delos Wealth Advisors's Omnicom Group position peaked at $2.23K in Q1 2024.
  • 939 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2024.

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