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SYSTM Wealth Solutions’s Omnicom Group OMC Stock Holding History

SYSTM Wealth 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
Q2 		– Sell
-7,533
Closed -$732K – 877
2024
Q1 		$732K Sell
7,533
-112
-1% -$10.1K 0.09% 242
2023
Q4 		$665K Buy
7,645
+116
+2% +$9.15K 0.09% 244
2023
Q3 		$561K Sell
7,529
-59
-0.8% -$4.86K 0.09% 269
2023
Q2 		$722K Buy
7,588
+1,393
+22% +$129K 0.1% 257
2023
Q1 		$584K Buy
6,195
+1,456
+31% +$129K 0.09% 277
2022
Q4 		$387K Buy
+4,739
New +$352K 0.05% 383

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SYSTM Wealth Solutions's OMC Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Omnicom Group (OMC) in Q2 2024, closing a stake of 7,533 shares — an estimated $732K sold.

SYSTM Wealth Solutions first reported a position in OMC in Q4 2022 and held it in 6 quarters. The position peaked at $732K in Q1 2024. 903 funds tracked by Wall St. Rank hold OMC as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Omnicom Group position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 7,533 Omnicom Group shares in Q2 2024, an estimated $732K.
  • SYSTM Wealth Solutions first reported a position in Omnicom Group in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Omnicom Group position peaked at $732K in Q1 2024.
  • 903 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.