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Planned Solutions’s Omnicom Group OMC Stock Holding History

Planned Solutions’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
-1,100
Closed -$95.2K – 400
2023
Q4 		$95.2K Buy
+1,100
New +$86.7K 0.04% 192
2021
Q1 		– Sell
-1,100
Closed -$69K – 297
2020
Q4 		$69K Buy
+1,100
New +$62.9K 0.06% 152

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Planned Solutions's OMC Position: Q1 2024 in Review

Planned Solutions sold out of Omnicom Group (OMC) in Q1 2024, closing a stake of 1,100 shares — an estimated $95.2K sold.

Planned Solutions first reported a position in OMC in Q4 2020 and held it in 2 quarters. The position peaked at $95.2K in Q4 2023. 885 funds tracked by Wall St. Rank hold OMC as of Q1 2024.

  • Planned Solutions reported no remaining Omnicom Group position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 1,100 Omnicom Group shares in Q1 2024, an estimated $95.2K.
  • Planned Solutions first reported a position in Omnicom Group in Q4 2020 and held it in 2 quarters.
  • Planned Solutions's Omnicom Group position peaked at $95.2K in Q4 2023.
  • 885 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.