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Whetstone Capital Advisors’s Ooma OOMA Stock Holding History

Whetstone Capital 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
2018
Q4 		– Sell
-306,795
Closed -$5.09M – 22
2018
Q3 		$5.09M Buy
306,795
+133,517
+77% +$2.14M 1.79% 17
2018
Q2 		$2.45M Buy
+173,278
New +$2.03M 0.94% 21

Other funds holding OOMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TM
Tiger Management New York $22.8M AUM 0.71% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Whetstone Capital Advisors's OOMA Position: Q4 2018 in Review

Whetstone Capital Advisors sold out of Ooma (OOMA) in Q4 2018, closing a stake of 306,795 shares — an estimated $5.09M sold.

Whetstone Capital Advisors first reported a position in OOMA in Q2 2018 and held it in 2 quarters. The position peaked at $5.09M in Q3 2018. 82 funds tracked by Wall St. Rank hold OOMA as of Q4 2018.

  • Whetstone Capital Advisors reported no remaining Ooma position as of Q4 2018 after selling out during the quarter.
  • Whetstone Capital Advisors sold 306,795 Ooma shares in Q4 2018, an estimated $5.09M.
  • Whetstone Capital Advisors first reported a position in Ooma in Q2 2018 and held it in 2 quarters.
  • Whetstone Capital Advisors's Ooma position peaked at $5.09M in Q3 2018.
  • 82 funds tracked by Wall St. Rank held Ooma as of Q4 2018.

Based on Whetstone Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.