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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ERTS Wealth Advisors's OMC Position: Q4 2024 in Review

ERTS Wealth Advisors sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 3,219 shares — an estimated $333K sold.

ERTS Wealth Advisors first reported a position in OMC in Q4 2018 and held it in 12 quarters. The position peaked at $333K in Q3 2024. 957 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

  • ERTS Wealth Advisors reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
  • ERTS Wealth Advisors sold 3,219 Omnicom Group shares in Q4 2024, an estimated $333K.
  • ERTS Wealth Advisors first reported a position in Omnicom Group in Q4 2018 and held it in 12 quarters.
  • ERTS Wealth Advisors's Omnicom Group position peaked at $333K in Q3 2024.
  • 957 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on ERTS Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.