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Simplicity Wealth’s Omnicom Group OMC Stock Holding History

Simplicity Wealth’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
-18,841
Closed -$1.69M – 988
2024
Q2 		$1.69M Sell
18,841
-1,894
-9% -$176K 0.04% 382
2024
Q1 		$2.01M Buy
+20,735
New +$1.86M 0.05% 350

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 $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Simplicity Wealth's OMC Position: Q3 2024 in Review

Simplicity Wealth sold out of Omnicom Group (OMC) in Q3 2024, closing a stake of 18,841 shares — an estimated $1.69M sold.

Simplicity Wealth first reported a position in OMC in Q1 2024 and held it in 2 quarters. The position peaked at $2.01M in Q1 2024. 939 funds tracked by Wall St. Rank hold OMC as of Q3 2024.

  • Simplicity Wealth reported no remaining Omnicom Group position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 18,841 Omnicom Group shares in Q3 2024, an estimated $1.69M.
  • Simplicity Wealth first reported a position in Omnicom Group in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Omnicom Group position peaked at $2.01M in Q1 2024.
  • 939 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.