Castleview Partners’s Ooma OOMA Stock Holding History

Castleview Partners’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 Q1	–	Sell	-4,510	Closed	-$61.4K	–	703
2022 Q4	$61.4K	Buy	+4,510	New	+$66.8K	0.06%	211

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Castleview Partners's OOMA Position: Q1 2023 in Review

Castleview Partners sold out of Ooma (OOMA) in Q1 2023, closing a stake of 4,510 shares — an estimated $61.4K sold.

Castleview Partners first reported a position in OOMA in Q4 2022 and held it in 1 quarter. The position peaked at $61.4K in Q4 2022. 97 funds tracked by Wall St. Rank hold OOMA as of Q1 2023.

Castleview Partners reported no remaining Ooma position as of Q1 2023 after selling out during the quarter.
Castleview Partners sold 4,510 Ooma shares in Q1 2023, an estimated $61.4K.
Castleview Partners first reported a position in Ooma in Q4 2022 and held it in 1 quarter.
Castleview Partners's Ooma position peaked at $61.4K in Q4 2022.
97 funds tracked by Wall St. Rank held Ooma as of Q1 2023.

Based on Castleview Partners's 13F filing for Q1 2023, filed 16 May 2023.