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McGlone Suttner Wealth Management’s Omnicom Group OMC Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-48
Closed -$4.15K – 581
2023
Q4 		$4.15K Buy
+48
New +$3.79K ﹤0.01% 604

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

McGlone Suttner Wealth Management's OMC Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Omnicom Group (OMC) in Q1 2024, closing a stake of 48 shares — an estimated $4.15K sold.

McGlone Suttner Wealth Management first reported a position in OMC in Q4 2023 and held it in 1 quarter. The position peaked at $4.15K in Q4 2023. 884 funds tracked by Wall St. Rank hold OMC as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Omnicom Group position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 48 Omnicom Group shares in Q1 2024, an estimated $4.15K.
  • McGlone Suttner Wealth Management first reported a position in Omnicom Group in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Omnicom Group position peaked at $4.15K in Q4 2023.
  • 884 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.