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Glassman Wealth Services’s Ooma OOMA Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-48
Closed -$624 – 2050
2023
Q3 		$624 Hold
48
– – ﹤0.01% 1689
2023
Q2 		$719 Hold
48
– – ﹤0.01% 1547
2023
Q1 		$600 Hold
48
– – ﹤0.01% 1581
2022
Q4 		$654 Hold
48
– – ﹤0.01% 1556
2022
Q3 		$1K Buy
+48
New +$595 ﹤0.01% 1480
2021
Q4 		– Sell
-31
Closed -$1K – 1826
2021
Q3 		$1K Buy
+31
New +$584 ﹤0.01% 1418

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glassman Wealth Services's OOMA Position: Q4 2023 in Review

Glassman Wealth Services sold out of Ooma (OOMA) in Q4 2023, closing a stake of 48 shares — an estimated $624 sold.

Glassman Wealth Services first reported a position in OOMA in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 101 funds tracked by Wall St. Rank hold OOMA as of Q4 2023.

  • Glassman Wealth Services reported no remaining Ooma position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 48 Ooma shares in Q4 2023, an estimated $624.
  • Glassman Wealth Services first reported a position in Ooma in Q3 2021 and held it in 6 quarters.
  • Glassman Wealth Services's Ooma position peaked at $1K in Q3 2022.
  • 101 funds tracked by Wall St. Rank held Ooma as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.