Avior Wealth Management’s Ooma OOMA Stock Holding History

Avior Wealth Management’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
2024 Q2	–	Sell	-591	Closed	-$5.04K	–	3255
2024 Q1	$5.04K	Buy	+591	New	+$5.88K	﹤0.01%	2079

Other funds holding OOMA

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Avior Wealth Management's OOMA Position: Q2 2024 in Review

Avior Wealth Management sold out of Ooma (OOMA) in Q2 2024, closing a stake of 591 shares — an estimated $5.04K sold.

Avior Wealth Management first reported a position in OOMA in Q1 2024 and held it in 1 quarter. The position peaked at $5.04K in Q1 2024. 104 funds tracked by Wall St. Rank hold OOMA as of Q2 2024.

Avior Wealth Management reported no remaining Ooma position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 591 Ooma shares in Q2 2024, an estimated $5.04K.
Avior Wealth Management first reported a position in Ooma in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Ooma position peaked at $5.04K in Q1 2024.
104 funds tracked by Wall St. Rank held Ooma as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.