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Valeo Financial Advisors’s Ooma OOMA Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-100
Closed -$2K – 1396
2021
Q1 		$2K Hold
100
– – ﹤0.01% 1815
2020
Q4 		$1K Hold
100
– – ﹤0.01% 1597
2020
Q3 		$1K Hold
100
– – ﹤0.01% 1503
2020
Q2 		$2K Buy
+100
New +$1.25K ﹤0.01% 1777

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
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
TM
Tiger Management New York $22.8M AUM 0.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Valeo Financial Advisors's OOMA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Ooma (OOMA) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in OOMA in Q2 2020 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 104 funds tracked by Wall St. Rank hold OOMA as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Ooma position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 Ooma shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Ooma in Q2 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's Ooma position peaked at $2K in Q1 2021.
  • 104 funds tracked by Wall St. Rank held Ooma as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.