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Credit Suisse’s Ooma OOMA Stock Holding History

Credit Suisse’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
-1
Closed -$14 – 3583
2022
Q4 		$14 Sell
1
-126
-99% -$1.86K ﹤0.01% 3690
2022
Q3 		$2K Buy
127
+104
+452% +$1.29K ﹤0.01% 3749
2022
Q2 		$0 Buy
+23
New +$305 ﹤0.01% 4193
2021
Q1 		– Sell
-10,947
Closed -$157K – 4484
2020
Q4 		$157K Buy
+10,947
New +$162K ﹤0.01% 4136
2017
Q4 		– Sell
-33,484
Closed -$353K – 4141
2017
Q3 		$353K Sell
33,484
-85,261
-72% -$751K ﹤0.01% 3666
2017
Q2 		$950K Sell
118,745
-1,951
-2% -$19.9K ﹤0.01% 2737
2017
Q1 		$1.2M Buy
120,696
+5,445
+5% +$52.5K ﹤0.01% 2721
2016
Q4 		$1.04M Buy
115,251
+3,254
+3% +$29.1K ﹤0.01% 2995
2016
Q3 		$1.02M Buy
111,997
+1,146
+1% +$9.91K ﹤0.01% 2944
2016
Q2 		$908K Sell
110,851
-1
-0% -$7 ﹤0.01% 3015
2016
Q1 		$654K Sell
110,852
-32
-0% -$204 ﹤0.01% 3043
2015
Q4 		$704K Buy
110,884
+99,498
+874% +$721K ﹤0.01% 3113
2015
Q3 		$79K Buy
+11,386
New +$107K ﹤0.01% 4132

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
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
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Credit Suisse's OOMA Position: Q1 2023 in Review

Credit Suisse sold out of Ooma (OOMA) in Q1 2023, closing a stake of 1 share — an estimated $14 sold.

Credit Suisse first reported a position in OOMA in Q3 2015 and held it in 13 quarters. The position peaked at $1.2M in Q1 2017. 97 funds tracked by Wall St. Rank hold OOMA as of Q1 2023.

  • Credit Suisse reported no remaining Ooma position as of Q1 2023 after selling out during the quarter.
  • Credit Suisse sold 1 Ooma share in Q1 2023, an estimated $14.
  • Credit Suisse first reported a position in Ooma in Q3 2015 and held it in 13 quarters.
  • Credit Suisse's Ooma position peaked at $1.2M in Q1 2017.
  • 97 funds tracked by Wall St. Rank held Ooma as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.