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Blue Trust Inc’s Ooma OOMA Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-31
Closed -$308 – 2817
2024
Q3 		$308 Buy
+31
New +$306 ﹤0.01% 2838

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Blue Trust Inc's OOMA Position: Q4 2024 in Review

Blue Trust Inc sold out of Ooma (OOMA) in Q4 2024, closing a stake of 31 shares — an estimated $308 sold.

Blue Trust Inc first reported a position in OOMA in Q3 2024 and held it in 1 quarter. The position peaked at $308 in Q3 2024. 123 funds tracked by Wall St. Rank hold OOMA as of Q4 2024.

  • Blue Trust Inc reported no remaining Ooma position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 31 Ooma shares in Q4 2024, an estimated $308.
  • Blue Trust Inc first reported a position in Ooma in Q3 2024 and held it in 1 quarter.
  • Blue Trust Inc's Ooma position peaked at $308 in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Ooma as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.