CM Wealth Advisors’s Ooma OOMA Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-15,484	Closed	-$190K	–	347
2023 Q1	$190K	Buy	+15,484	New	+$207K	0.04%	377

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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

CM Wealth Advisors's OOMA Position: Q2 2023 in Review

CM Wealth Advisors sold out of Ooma (OOMA) in Q2 2023, closing a stake of 15,484 shares — an estimated $190K sold.

CM Wealth Advisors first reported a position in OOMA in Q1 2023 and held it in 1 quarter. The position peaked at $190K in Q1 2023. 97 funds tracked by Wall St. Rank hold OOMA as of Q2 2023.

CM Wealth Advisors reported no remaining Ooma position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 15,484 Ooma shares in Q2 2023, an estimated $190K.
CM Wealth Advisors first reported a position in Ooma in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Ooma position peaked at $190K in Q1 2023.
97 funds tracked by Wall St. Rank held Ooma as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.