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Planning Capital Management Corporation’s Omnicom Group OMC Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-18
Closed -$1.61K – 875
2024
Q2 		$1.61K Hold
18
– – ﹤0.01% 551
2024
Q1 		$1.74K Hold
18
– – ﹤0.01% 572
2023
Q4 		$1.56K Buy
+18
New +$1.42K ﹤0.01% 578

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Planning Capital Management Corporation's OMC Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Omnicom Group (OMC) in Q3 2024, closing a stake of 18 shares — an estimated $1.61K sold.

Planning Capital Management Corporation first reported a position in OMC in Q4 2023 and held it in 3 quarters. The position peaked at $1.74K in Q1 2024. 940 funds tracked by Wall St. Rank hold OMC as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Omnicom Group position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 18 Omnicom Group shares in Q3 2024, an estimated $1.61K.
  • Planning Capital Management Corporation first reported a position in Omnicom Group in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Omnicom Group position peaked at $1.74K in Q1 2024.
  • 940 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.