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Legacy Capital Wealth Partners’s Omnicom Group OMC Stock Holding History

Legacy Capital Wealth Partners’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
-2,095
Closed -$217K – 381
2024
Q3 		$217K Sell
2,095
-592
-22% -$56.9K 0.04% 331
2024
Q2 		$241K Buy
+2,687
New +$249K 0.06% 267

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
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

Legacy Capital Wealth Partners's OMC Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 2,095 shares — an estimated $217K sold.

Legacy Capital Wealth Partners first reported a position in OMC in Q2 2024 and held it in 2 quarters. The position peaked at $241K in Q2 2024. 956 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,095 Omnicom Group shares in Q4 2024, an estimated $217K.
  • Legacy Capital Wealth Partners first reported a position in Omnicom Group in Q2 2024 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's Omnicom Group position peaked at $241K in Q2 2024.
  • 956 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.