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ERTS Wealth Advisors’s Omnicom Group OMC Stock Holding History

ERTS 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
Q4 		– Sell
-3,219
Closed -$333K – 89
2024
Q3 		$333K Sell
3,219
-179
-5% -$17.2K 0.06% 69
2024
Q2 		$305K Sell
3,398
-27
-0.8% -$2.51K 0.06% 72
2024
Q1 		$331K Buy
3,425
+20
+0.6% +$1.79K 0.07% 70
2023
Q4 		$295K Buy
3,405
+100
+3% +$7.88K 0.06% 68
2023
Q3 		$246K Buy
3,305
+100
+3% +$8.24K 0.06% 73
2023
Q2 		$305K Buy
3,205
+1
+0% +$93 0.07% 70
2023
Q1 		$302K Sell
3,204
-268
-8% -$23.7K 0.07% 74
2022
Q4 		$283K Sell
3,472
-588
-14% -$43.7K 0.07% 80
2022
Q3 		$256K Buy
4,060
+549
+16% +$37.2K 0.07% 75
2022
Q2 		$223K Buy
3,511
+242
+7% +$17.9K 0.06% 83
2022
Q1 		$277K Buy
+3,269
New +$263K 0.08% 71
2019
Q1 		– Sell
-1,188
Closed -$87K – 239
2018
Q4 		$87K Buy
+1,188
New +$88.1K 0.06% 132

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
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