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The Family Firm’s Omnicom Group OMC Stock Holding History

The Family Firm’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
-785
Closed -$70.4K – 645
2024
Q2 		$70.4K Buy
+785
New +$72.9K 0.02% 335
2022
Q4 		– Sell
-5,349
Closed -$337K – 179
2022
Q3 		$337K Buy
5,349
+7
+0.1% +$475 0.11% 125
2022
Q2 		$340K Buy
+5,342
New +$395K 0.1% 131

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

The Family Firm's OMC Position: Q3 2024 in Review

The Family Firm sold out of Omnicom Group (OMC) in Q3 2024, closing a stake of 785 shares — an estimated $70.4K sold.

The Family Firm first reported a position in OMC in Q2 2022 and held it in 3 quarters. The position peaked at $340K in Q2 2022. 939 funds tracked by Wall St. Rank hold OMC as of Q3 2024.

  • The Family Firm reported no remaining Omnicom Group position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 785 Omnicom Group shares in Q3 2024, an estimated $70.4K.
  • The Family Firm first reported a position in Omnicom Group in Q2 2022 and held it in 3 quarters.
  • The Family Firm's Omnicom Group position peaked at $340K in Q2 2022.
  • 939 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.