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Tanager Wealth Management’s Omnicom Group OMC Stock Holding History

Tanager 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
-2,263
Closed -$236K – 122
2024
Q3 		$236K Hold
2,263
– – 0.03% 94
2024
Q2 		$205K Hold
2,263
– – 0.03% 93
2024
Q1 		$221K Buy
+2,263
New +$203K 0.04% 82
2023
Q3 		– Sell
-2,263
Closed -$217K – 81
2023
Q2 		$217K Hold
2,263
– – 0.05% 79
2023
Q1 		$215K Sell
2,263
-242
-10% -$21.4K 0.05% 69
2022
Q4 		$206K Buy
+2,505
New +$186K 0.06% 75

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Tanager Wealth Management's OMC Position: Q4 2024 in Review

Tanager Wealth Management sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 2,263 shares — an estimated $236K sold.

Tanager Wealth Management first reported a position in OMC in Q4 2022 and held it in 6 quarters. The position peaked at $236K in Q3 2024. 957 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

  • Tanager Wealth Management reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
  • Tanager Wealth Management sold 2,263 Omnicom Group shares in Q4 2024, an estimated $236K.
  • Tanager Wealth Management first reported a position in Omnicom Group in Q4 2022 and held it in 6 quarters.
  • Tanager Wealth Management's Omnicom Group position peaked at $236K in Q3 2024.
  • 957 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Tanager Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.