Lindbrook Capital’s Ooma OOMA Stock Holding History

Lindbrook 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
2023 Q4	–	Sell	-126	Closed	-$1.64K	–	2783
2023 Q3	$1.64K	Hold	126	–	–	﹤0.01%	2190
2023 Q2	$1.89K	Buy	+126	New	+$1.66K	﹤0.01%	2167

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lindbrook Capital's OOMA Position: Q4 2023 in Review

Lindbrook Capital sold out of Ooma (OOMA) in Q4 2023, closing a stake of 126 shares — an estimated $1.64K sold.

Lindbrook Capital first reported a position in OOMA in Q2 2023 and held it in 2 quarters. The position peaked at $1.89K in Q2 2023. 101 funds tracked by Wall St. Rank hold OOMA as of Q4 2023.

Lindbrook Capital reported no remaining Ooma position as of Q4 2023 after selling out during the quarter.
Lindbrook Capital sold 126 Ooma shares in Q4 2023, an estimated $1.64K.
Lindbrook Capital first reported a position in Ooma in Q2 2023 and held it in 2 quarters.
Lindbrook Capital's Ooma position peaked at $1.89K in Q2 2023.
101 funds tracked by Wall St. Rank held Ooma as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.