FLP
OMC icon

Financial Life Planners’s Omnicom Group OMC Stock Holding History

Financial Life Planners’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
-28
Closed -$2.41K – 285
2024
Q4 		$2.41K Buy
+28
New +$2.78K ﹤0.01% 323

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
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

Financial Life Planners's OMC Position: Q1 2025 in Review

Financial Life Planners sold out of Omnicom Group (OMC) in Q1 2025, closing a stake of 28 shares — an estimated $2.41K sold.

Financial Life Planners first reported a position in OMC in Q4 2024 and held it in 1 quarter. The position peaked at $2.41K in Q4 2024. 981 funds tracked by Wall St. Rank hold OMC as of Q1 2025.

  • Financial Life Planners reported no remaining Omnicom Group position as of Q1 2025 after selling out during the quarter.
  • Financial Life Planners sold 28 Omnicom Group shares in Q1 2025, an estimated $2.41K.
  • Financial Life Planners first reported a position in Omnicom Group in Q4 2024 and held it in 1 quarter.
  • Financial Life Planners's Omnicom Group position peaked at $2.41K in Q4 2024.
  • 981 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.