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Guggenheim Capital’s Ooma OOMA Stock Holding History

Guggenheim Capital’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
Q3 		– Sell
-64,698
Closed -$642K – 1919
2024
Q2 		$642K Sell
64,698
-15,528
-19% -$123K ﹤0.01% 1324
2024
Q1 		$684K Buy
80,226
+23,572
+42% +$235K ﹤0.01% 1346
2023
Q4 		$608K Buy
56,654
+30,030
+113% +$341K ﹤0.01% 1379
2023
Q3 		$346K Buy
+26,624
New +$377K ﹤0.01% 1578

Other funds holding OOMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Guggenheim Capital's OOMA Position: Q3 2024 in Review

Guggenheim Capital sold out of Ooma (OOMA) in Q3 2024, closing a stake of 64,698 shares — an estimated $642K sold.

Guggenheim Capital first reported a position in OOMA in Q3 2023 and held it in 4 quarters. The position peaked at $684K in Q1 2024. 116 funds tracked by Wall St. Rank hold OOMA as of Q3 2024.

  • Guggenheim Capital reported no remaining Ooma position as of Q3 2024 after selling out during the quarter.
  • Guggenheim Capital sold 64,698 Ooma shares in Q3 2024, an estimated $642K.
  • Guggenheim Capital first reported a position in Ooma in Q3 2023 and held it in 4 quarters.
  • Guggenheim Capital's Ooma position peaked at $684K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held Ooma as of Q3 2024.

Based on Guggenheim Capital's 13F filing for Q3 2024, filed 13 Nov 2024.