VisionPoint Advisory Group’s Omnicom Group OMC Stock Holding History

VisionPoint Advisory Group’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	-24	Closed	-$2.15K	–	610
2024 Q2	$2.15K	Buy	24 +2	+9%	+$186	﹤0.01%	665
2024 Q1	$2.13K	Buy	22 +2	+10%	+$179	﹤0.01%	674
2023 Q4	$1.73K	Sell	20 -11	-35%	-$867	﹤0.01%	642
2023 Q3	$2.31K	Buy	31 +27	+675%	+$2.23K	﹤0.01%	581
2023 Q2	$381	Buy	+4	New	+$371	﹤0.01%	558
2021 Q1	–	Sell	-4,388	Closed	-$274K	–	141
2020 Q4	$274K	Sell	4,388 -28,228	-87%	-$1.61M	0.14%	118
2020 Q3	$1.61M	Sell	32,616 -7,462	-19%	-$399K	0.7%	29
2020 Q2	$2.27M	Sell	40,078 -419	-1%	-$22.8K	0.92%	26
2020 Q1	$2.22M	Buy	+40,497	New	+$2.87M	1.04%	27

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VisionPoint Advisory Group's OMC Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Omnicom Group (OMC) in Q3 2024, closing a stake of 24 shares — an estimated $2.15K sold.

VisionPoint Advisory Group first reported a position in OMC in Q1 2020 and held it in 9 quarters. The position peaked at $2.27M in Q2 2020. 940 funds tracked by Wall St. Rank hold OMC as of Q3 2024.

VisionPoint Advisory Group reported no remaining Omnicom Group position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 24 Omnicom Group shares in Q3 2024, an estimated $2.15K.
VisionPoint Advisory Group first reported a position in Omnicom Group in Q1 2020 and held it in 9 quarters.
VisionPoint Advisory Group's Omnicom Group position peaked at $2.27M in Q2 2020.
940 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.