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MBM Wealth Consultants’s Ooma OOMA Stock Holding History

MBM Wealth Consultants’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
2022
Q2 		– Sell
-135
Closed -$2K – 302
2022
Q1 		$2K Sell
135
-12,074
-99% -$204K ﹤0.01% 286
2021
Q4 		$250K Buy
12,209
+1,672
+16% +$34.1K 0.1% 89
2021
Q3 		$196K Buy
+10,537
New +$198K 0.09% 103

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
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

MBM Wealth Consultants's OOMA Position: Q2 2022 in Review

MBM Wealth Consultants sold out of Ooma (OOMA) in Q2 2022, closing a stake of 135 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in OOMA in Q3 2021 and held it in 3 quarters. The position peaked at $250K in Q4 2021. 100 funds tracked by Wall St. Rank hold OOMA as of Q2 2022.

  • MBM Wealth Consultants reported no remaining Ooma position as of Q2 2022 after selling out during the quarter.
  • MBM Wealth Consultants sold 135 Ooma shares in Q2 2022, an estimated $2K.
  • MBM Wealth Consultants first reported a position in Ooma in Q3 2021 and held it in 3 quarters.
  • MBM Wealth Consultants's Ooma position peaked at $250K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held Ooma as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.