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Nicolet Advisory Services’s Omnicom Group OMC Stock Holding History

Nicolet Advisory Services’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
-3,738
Closed -$378K – 392
2024
Q3 		$378K Buy
3,738
+10
+0.3% +$961 0.04% 249
2024
Q2 		$340K Sell
3,728
-110
-3% -$10.2K 0.03% 257
2024
Q1 		$361K Sell
3,838
-76
-2% -$6.82K 0.04% 236
2023
Q4 		$336K Sell
3,914
-422
-10% -$33.3K 0.04% 225
2023
Q3 		$318K Hold
4,336
– – 0.04% 217
2023
Q2 		$400K Buy
4,336
+340
+9% +$31.6K 0.04% 183
2023
Q1 		$372K Buy
+3,996
New +$354K 0.04% 185

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

Nicolet Advisory Services's OMC Position: Q4 2024 in Review

Nicolet Advisory Services sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 3,738 shares — an estimated $378K sold.

Nicolet Advisory Services first reported a position in OMC in Q1 2023 and held it in 7 quarters. The position peaked at $400K in Q2 2023. 956 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

  • Nicolet Advisory Services reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
  • Nicolet Advisory Services sold 3,738 Omnicom Group shares in Q4 2024, an estimated $378K.
  • Nicolet Advisory Services first reported a position in Omnicom Group in Q1 2023 and held it in 7 quarters.
  • Nicolet Advisory Services's Omnicom Group position peaked at $400K in Q2 2023.
  • 956 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Nicolet Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.