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GPS Wealth Strategies Group’s Ooma OOMA Stock Holding History

GPS Wealth Strategies Group’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
Q1 		– Sell
-405
Closed -$4.34K – 1287
2023
Q4 		$4.34K Hold
405
– – ﹤0.01% 1009
2023
Q3 		$5.27K Hold
405
– – ﹤0.01% 962
2023
Q2 		$6.06K Hold
405
– – ﹤0.01% 947
2023
Q1 		$5.07K Buy
+405
New +$5.42K ﹤0.01% 974
2022
Q4 		– Sell
-405
Closed -$5K – 782
2022
Q3 		$5K Hold
405
– – ﹤0.01% 896
2022
Q2 		$5K Hold
405
– – ﹤0.01% 885
2022
Q1 		$6K Hold
405
– – ﹤0.01% 817
2021
Q4 		$8K Buy
+405
New +$8.25K ﹤0.01% 780

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GPS Wealth Strategies Group's OOMA Position: Q1 2024 in Review

GPS Wealth Strategies Group sold out of Ooma (OOMA) in Q1 2024, closing a stake of 405 shares — an estimated $4.34K sold.

GPS Wealth Strategies Group first reported a position in OOMA in Q4 2021 and held it in 8 quarters. The position peaked at $8K in Q4 2021. 96 funds tracked by Wall St. Rank hold OOMA as of Q1 2024.

  • GPS Wealth Strategies Group reported no remaining Ooma position as of Q1 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 405 Ooma shares in Q1 2024, an estimated $4.34K.
  • GPS Wealth Strategies Group first reported a position in Ooma in Q4 2021 and held it in 8 quarters.
  • GPS Wealth Strategies Group's Ooma position peaked at $8K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Ooma as of Q1 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2024, filed 30 Apr 2024.