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Schrum Private Wealth Management’s Omnicom Group OMC Stock Holding History

Schrum Private 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
Q4 		– Sell
-2,304
Closed -$238K – 158
2024
Q3 		$238K Buy
+2,304
New +$221K 0.12% 154

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

Schrum Private Wealth Management's OMC Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 2,304 shares — an estimated $238K sold.

Schrum Private Wealth Management first reported a position in OMC in Q3 2024 and held it in 1 quarter. The position peaked at $238K in Q3 2024. 956 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 2,304 Omnicom Group shares in Q4 2024, an estimated $238K.
  • Schrum Private Wealth Management first reported a position in Omnicom Group in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's Omnicom Group position peaked at $238K in Q3 2024.
  • 956 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.