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BerganKDV Wealth Management’s Ooma OOMA Stock Holding History

BerganKDV 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
2023
Q2 		$29.9K Buy
+2,000
New +$26.3K ﹤0.01% 441

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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's OOMA Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Ooma (OOMA) in Q2 2023: 2,000 shares worth $29.9K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings.

97 funds tracked by Wall St. Rank hold OOMA as of Q2 2023.

  • BerganKDV Wealth Management held 2,000 shares of Ooma worth $29.9K as of Q2 2023.
  • Ooma was a new BerganKDV Wealth Management position in Q2 2023.
  • Ooma made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #441 holding.
  • 97 funds tracked by Wall St. Rank held Ooma as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.