NBC Securities’s Ooma OOMA Stock Holding History

NBC Securities’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	–	Sell	-1,181	Closed	-$11K	–	2174
2024 Q1	$11K	Hold	1,181	–	–	﹤0.01%	1692
2023 Q4	$12K	Hold	1,181	–	–	﹤0.01%	1649
2023 Q3	$15K	Buy	+1,181	New	+$16.7K	﹤0.01%	1572

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

NBC Securities's OOMA Position: Q2 2024 in Review

NBC Securities sold out of Ooma (OOMA) in Q2 2024, closing a stake of 1,181 shares — an estimated $11K sold.

NBC Securities first reported a position in OOMA in Q3 2023 and held it in 3 quarters. The position peaked at $15K in Q3 2023. 104 funds tracked by Wall St. Rank hold OOMA as of Q2 2024.

NBC Securities reported no remaining Ooma position as of Q2 2024 after selling out during the quarter.
NBC Securities sold 1,181 Ooma shares in Q2 2024, an estimated $11K.
NBC Securities first reported a position in Ooma in Q3 2023 and held it in 3 quarters.
NBC Securities's Ooma position peaked at $15K in Q3 2023.
104 funds tracked by Wall St. Rank held Ooma as of Q2 2024.

Based on NBC Securities's 13F filing for Q2 2024, filed 10 Jul 2024.