NorthRock Partners’s Omnicom Group OMC Stock Holding History

NorthRock 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	-1,923	Closed	-$200K	–	841
2024 Q3	$200K	Buy	+1,923	New	+$185K	0.01%	605

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

NorthRock Partners's OMC Position: Q4 2024 in Review

NorthRock Partners sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 1,923 shares — an estimated $200K sold.

NorthRock Partners first reported a position in OMC in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 956 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

NorthRock Partners reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
NorthRock Partners sold 1,923 Omnicom Group shares in Q4 2024, an estimated $200K.
NorthRock Partners first reported a position in Omnicom Group in Q3 2024 and held it in 1 quarter.
NorthRock Partners's Omnicom Group position peaked at $200K in Q3 2024.
956 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.