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TFO Wealth Partners’s Omnicom Group OMC Stock Holding History

TFO Wealth Partners’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
-9
Closed -$871 – 550
2024
Q1 		$871 Hold
9
– – ﹤0.01% 182
2023
Q4 		$779 Hold
9
– – ﹤0.01% 245
2023
Q3 		$856 Hold
9
– – ﹤0.01% 319
2023
Q2 		$856 Hold
9
– – ﹤0.01% 217
2023
Q1 		$849 Buy
9
+2
+29% +$177 ﹤0.01% 180
2022
Q4 		$371 Buy
+7
New +$520 ﹤0.01% 528
2022
Q3 		– Sell
-38
Closed -$2K – 383
2022
Q2 		$2K Buy
+38
New +$2.81K ﹤0.01% 332

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TFO Wealth Partners's OMC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Omnicom Group (OMC) in Q2 2024, closing a stake of 9 shares — an estimated $871 sold.

TFO Wealth Partners first reported a position in OMC in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 904 funds tracked by Wall St. Rank hold OMC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Omnicom Group position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 9 Omnicom Group shares in Q2 2024, an estimated $871.
  • TFO Wealth Partners first reported a position in Omnicom Group in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Omnicom Group position peaked at $2K in Q2 2022.
  • 904 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.