Envestnet Asset Management
OOMA icon

Envestnet Asset Management’s Ooma OOMA Stock Holding History

Envestnet Asset Management’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
-42,540
Closed -$363K – 4264
2024
Q1 		$363K Buy
42,540
+1,549
+4% +$15.4K ﹤0.01% 3623
2023
Q4 		$440K Sell
40,991
-2,697
-6% -$30.6K ﹤0.01% 3398
2023
Q3 		$568K Buy
43,688
+12,402
+40% +$175K ﹤0.01% 3184
2023
Q2 		$468K Buy
+31,286
New +$412K ﹤0.01% 3249

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

Envestnet Asset Management's OOMA Position: Q2 2024 in Review

Envestnet Asset Management sold out of Ooma (OOMA) in Q2 2024, closing a stake of 42,540 shares — an estimated $363K sold.

Envestnet Asset Management first reported a position in OOMA in Q2 2023 and held it in 4 quarters. The position peaked at $568K in Q3 2023. 104 funds tracked by Wall St. Rank hold OOMA as of Q2 2024.

  • Envestnet Asset Management reported no remaining Ooma position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 42,540 Ooma shares in Q2 2024, an estimated $363K.
  • Envestnet Asset Management first reported a position in Ooma in Q2 2023 and held it in 4 quarters.
  • Envestnet Asset Management's Ooma position peaked at $568K in Q3 2023.
  • 104 funds tracked by Wall St. Rank held Ooma as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.