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Wipfli Financial Advisors’s Ooma OOMA Stock Holding History

Wipfli 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
2022
Q3 		$3K Buy
+205
New +$2.54K ﹤0.01% 2223

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

Wipfli Financial Advisors's OOMA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Ooma (OOMA) in Q3 2022: 205 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2223 among its holdings.

93 funds tracked by Wall St. Rank hold OOMA as of Q3 2022.

  • Wipfli Financial Advisors held 205 shares of Ooma worth $3K as of Q3 2022.
  • Ooma was a new Wipfli Financial Advisors position in Q3 2022.
  • Ooma made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2223 holding.
  • 93 funds tracked by Wall St. Rank held Ooma as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.