Institutional & Family Asset Management’s Ooma OOMA Stock Holding History

Institutional & Family 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	$596	Hold	60	–	–	﹤0.01%	691
2024 Q1	$512	Hold	60	–	–	﹤0.01%	688
2023 Q4	$644	Hold	60	–	–	﹤0.01%	652
2023 Q3	$781	Hold	60	–	–	﹤0.01%	634
2023 Q2	$898	Hold	60	–	–	﹤0.01%	638
2023 Q1	$751	Hold	60	–	–	﹤0.01%	649
2022 Q4	$817	Hold	60	–	–	﹤0.01%	618
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	661
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	677
2022 Q1	$1K	Hold	60	–	–	﹤0.01%	714
2021 Q4	$1K	Hold	60	–	–	﹤0.01%	745
2021 Q3	$1K	Hold	60	–	–	﹤0.01%	862
2021 Q2	$1K	Hold	60	–	–	﹤0.01%	908
2021 Q1	$1K	Hold	60	–	–	﹤0.01%	887
2020 Q4	$1K	Sell	60 -100	-63%	-$1.48K	﹤0.01%	845
2020 Q3	$2K	Hold	160	–	–	﹤0.01%	716
2020 Q2	$3K	Buy	+160	New	+$2K	﹤0.01%	649

Other funds holding OOMA

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Institutional & Family Asset Management's OOMA Position: Q2 2024 in Review

Institutional & Family Asset Management held its Ooma (OOMA) position steady in Q2 2024 at 60 shares worth $596. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Institutional & Family Asset Management first reported a position in OOMA in Q2 2020 and has held it in 17 quarters since. The position peaked at $3K in Q2 2020. 104 funds tracked by Wall St. Rank hold OOMA as of Q2 2024.

Institutional & Family Asset Management held 60 shares of Ooma worth $596 as of Q2 2024.
Institutional & Family Asset Management left its Ooma share count unchanged in Q2 2024.
Ooma made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #691 holding.
Institutional & Family Asset Management first reported a position in Ooma in Q2 2020 and has held it in 17 quarters since.
Institutional & Family Asset Management's Ooma position peaked at $3K in Q2 2020.
104 funds tracked by Wall St. Rank held Ooma as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.