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Wingate Wealth Advisors’s Omnicom Group OMC Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-774
Closed -$66.6K – 313
2024
Q4 		$66.6K Buy
+774
New +$76.7K 0.07% 180

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wingate Wealth Advisors's OMC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Omnicom Group (OMC) in Q1 2025, closing a stake of 774 shares — an estimated $66.6K sold.

Wingate Wealth Advisors first reported a position in OMC in Q4 2024 and held it in 1 quarter. The position peaked at $66.6K in Q4 2024. 981 funds tracked by Wall St. Rank hold OMC as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Omnicom Group position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 774 Omnicom Group shares in Q1 2025, an estimated $66.6K.
  • Wingate Wealth Advisors first reported a position in Omnicom Group in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Omnicom Group position peaked at $66.6K in Q4 2024.
  • 981 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.