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Summit Securities Group’s Ooma OOMA Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-428
Closed -$4K – 776
2024
Q2 		$4K Buy
+428
New +$3.4K ﹤0.01% 516

Other funds holding OOMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's OOMA Position: Q3 2024 in Review

Summit Securities Group sold out of Ooma (OOMA) in Q3 2024, closing a stake of 428 shares — an estimated $4K sold.

Summit Securities Group first reported a position in OOMA in Q2 2024 and held it in 1 quarter. The position peaked at $4K in Q2 2024. 116 funds tracked by Wall St. Rank hold OOMA as of Q3 2024.

  • Summit Securities Group reported no remaining Ooma position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 428 Ooma shares in Q3 2024, an estimated $4K.
  • Summit Securities Group first reported a position in Ooma in Q2 2024 and held it in 1 quarter.
  • Summit Securities Group's Ooma position peaked at $4K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Ooma as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.