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Ophir Asset Management’s Ooma OOMA Stock Holding History

Ophir 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
2022
Q3 		– Sell
-621,914
Closed -$7.2M – 35
2022
Q2 		$7.2M Sell
621,914
-128,676
-17% -$1.71M 1.48% 22
2022
Q1 		$11.3M Buy
750,590
+60,000
+9% +$1.01M 1.73% 22
2021
Q4 		$14.1M Buy
690,590
+94,918
+16% +$1.93M 1.7% 22
2021
Q3 		$11.1M Buy
595,672
+20,000
+3% +$376K 1.53% 24
2021
Q2 		$10.9M Sell
575,672
-172,752
-23% -$3.13M 1.91% 22
2021
Q1 		$11.7M Buy
748,424
+26,959
+4% +$420K 2.37% 17
2020
Q4 		$10.4M Buy
+721,465
New +$10.7M 3.38% 17

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ophir Asset Management's OOMA Position: Q3 2022 in Review

Ophir Asset Management sold out of Ooma (OOMA) in Q3 2022, closing a stake of 621,914 shares — an estimated $7.2M sold.

Ophir Asset Management first reported a position in OOMA in Q4 2020 and held it in 7 quarters. The position peaked at $14.1M in Q4 2021. 93 funds tracked by Wall St. Rank hold OOMA as of Q3 2022.

  • Ophir Asset Management reported no remaining Ooma position as of Q3 2022 after selling out during the quarter.
  • Ophir Asset Management sold 621,914 Ooma shares in Q3 2022, an estimated $7.2M.
  • Ophir Asset Management first reported a position in Ooma in Q4 2020 and held it in 7 quarters.
  • Ophir Asset Management's Ooma position peaked at $14.1M in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Ooma as of Q3 2022.

Based on Ophir Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.