Capital Performance Advisors’s Ooma OOMA Stock Holding History

Capital Performance Advisors’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	-11	Closed	-$125	–	1888
2024 Q3	$125	Buy	+11	New	+$109	﹤0.01%	2659

Other funds holding OOMA

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

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Performance Advisors's OOMA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Ooma (OOMA) in Q4 2024, closing a stake of 11 shares — an estimated $125 sold.

Capital Performance Advisors first reported a position in OOMA in Q3 2024 and held it in 1 quarter. The position peaked at $125 in Q3 2024. 123 funds tracked by Wall St. Rank hold OOMA as of Q4 2024.

Capital Performance Advisors reported no remaining Ooma position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 11 Ooma shares in Q4 2024, an estimated $125.
Capital Performance Advisors first reported a position in Ooma in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Ooma position peaked at $125 in Q3 2024.
123 funds tracked by Wall St. Rank held Ooma as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.