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TCI Wealth Advisors’s Ooma OOMA Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-260
Closed -$3.25K – 1586
2023
Q1 		$3.25K Hold
260
– – ﹤0.01% 1815
2022
Q4 		$3.54K Hold
260
– – ﹤0.01% 1755
2022
Q3 		$3K Hold
260
– – ﹤0.01% 1811
2022
Q2 		$3K Buy
+260
New +$3.45K ﹤0.01% 1855

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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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

TCI Wealth Advisors's OOMA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ooma (OOMA) in Q2 2023, closing a stake of 260 shares — an estimated $3.25K sold.

TCI Wealth Advisors first reported a position in OOMA in Q2 2022 and held it in 4 quarters. The position peaked at $3.54K in Q4 2022. 97 funds tracked by Wall St. Rank hold OOMA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Ooma position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 260 Ooma shares in Q2 2023, an estimated $3.25K.
  • TCI Wealth Advisors first reported a position in Ooma in Q2 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's Ooma position peaked at $3.54K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Ooma as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.