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WR Wealth Planners’s Omnicom Group OMC Stock Holding History

WR Wealth Planners’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 		$26.9K Buy
313
+112
+56% +$11.1K 0.01% 414
2024
Q3 		$20.8K Buy
201
+96
+91% +$9.23K 0.01% 474
2024
Q2 		$9.42K Buy
105
+45
+75% +$4.18K ﹤0.01% 602
2024
Q1 		$5.81K Buy
+60
New +$5.38K ﹤0.01% 689

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WR Wealth Planners's OMC Position: Q4 2024 in Review

WR Wealth Planners increased its Omnicom Group (OMC) stake by 56% in Q4 2024, buying an estimated $11.1K and bringing the position to 313 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #414.

WR Wealth Planners first reported a position in OMC in Q1 2024 and has held it in 4 quarters since. 957 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

  • WR Wealth Planners held 313 shares of Omnicom Group worth $26.9K as of Q4 2024.
  • WR Wealth Planners bought 112 Omnicom Group shares in Q4 2024, an estimated $11.1K.
  • Omnicom Group made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #414 holding.
  • WR Wealth Planners first reported a position in Omnicom Group in Q1 2024 and has held it in 4 quarters since.
  • 957 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.