CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Ooma OOMA Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-149
Closed -$2K – 3395
2022
Q2 		$2K Sell
149
-38
-20% -$504 ﹤0.01% 4496
2022
Q1 		$3K Hold
187
– – ﹤0.01% 4375
2021
Q4 		$4K Hold
187
– – ﹤0.01% 4181
2021
Q3 		$3K Hold
187
– – ﹤0.01% 4139
2021
Q2 		$4K Hold
187
– – ﹤0.01% 3956
2021
Q1 		$3K Buy
+187
New +$2.91K ﹤0.01% 3931

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
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CAPTRUST Financial Advisors's OOMA Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Ooma (OOMA) in Q3 2022, closing a stake of 149 shares — an estimated $2K sold.

CAPTRUST Financial Advisors first reported a position in OOMA in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2021. 93 funds tracked by Wall St. Rank hold OOMA as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Ooma position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 149 Ooma shares in Q3 2022, an estimated $2K.
  • CAPTRUST Financial Advisors first reported a position in Ooma in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Ooma position peaked at $4K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Ooma as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.