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Avalon Investment & Advisory’s Ooma OOMA Stock Holding History

Avalon Investment & Advisory’s Portfolio OOMA Stock Details OOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-132,787
Closed -$2.71M – 330
2021
Q4 		$2.71M Sell
132,787
-21,332
-14% -$435K 0.07% 158
2021
Q3 		$2.87M Buy
154,119
+1,610
+1% +$30.3K 0.07% 171
2021
Q2 		$2.88M Buy
152,509
+13,123
+9% +$238K 0.06% 177
2021
Q1 		$2.21M Buy
139,386
+5,437
+4% +$84.7K 0.05% 185
2020
Q4 		$1.93M Sell
133,949
-1,088
-0.8% -$16.1K 0.04% 203
2020
Q3 		$1.76M Buy
+135,037
New +$2.06M 0.04% 192

Other funds holding OOMA

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
TM
Tiger Management New York $22.8M AUM 0.71% 1-Year Est. Return

Avalon Investment & Advisory's OOMA Position: Q1 2022 in Review

Avalon Investment & Advisory sold out of Ooma (OOMA) in Q1 2022, closing a stake of 132,787 shares — an estimated $2.71M sold.

Avalon Investment & Advisory first reported a position in OOMA in Q3 2020 and held it in 6 quarters. The position peaked at $2.88M in Q2 2021. 102 funds tracked by Wall St. Rank hold OOMA as of Q1 2022.

  • Avalon Investment & Advisory reported no remaining Ooma position as of Q1 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 132,787 Ooma shares in Q1 2022, an estimated $2.71M.
  • Avalon Investment & Advisory first reported a position in Ooma in Q3 2020 and held it in 6 quarters.
  • Avalon Investment & Advisory's Ooma position peaked at $2.88M in Q2 2021.
  • 102 funds tracked by Wall St. Rank held Ooma as of Q1 2022.

Based on Avalon Investment & Advisory's 13F filing for Q1 2022, filed 17 May 2022.