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Dana Investment Advisors’s Ooma OOMA Stock Holding History

Dana Investment 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
Q2 		– Sell
-80,755
Closed -$689K – 530
2024
Q1 		$689K Buy
80,755
+9,388
+13% +$93.4K 0.02% 411
2023
Q4 		$766K Sell
71,367
-2,752
-4% -$31.3K 0.04% 279
2023
Q3 		$964K Sell
74,119
-14,053
-16% -$199K 0.05% 237
2023
Q2 		$1.32M Buy
+88,172
New +$1.16M 0.07% 210

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dana Investment Advisors's OOMA Position: Q2 2024 in Review

Dana Investment Advisors sold out of Ooma (OOMA) in Q2 2024, closing a stake of 80,755 shares — an estimated $689K sold.

Dana Investment Advisors first reported a position in OOMA in Q2 2023 and held it in 4 quarters. The position peaked at $1.32M in Q2 2023. 104 funds tracked by Wall St. Rank hold OOMA as of Q2 2024.

  • Dana Investment Advisors reported no remaining Ooma position as of Q2 2024 after selling out during the quarter.
  • Dana Investment Advisors sold 80,755 Ooma shares in Q2 2024, an estimated $689K.
  • Dana Investment Advisors first reported a position in Ooma in Q2 2023 and held it in 4 quarters.
  • Dana Investment Advisors's Ooma position peaked at $1.32M in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Ooma as of Q2 2024.

Based on Dana Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.