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Ooma shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Ooma (OOMA) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Ooma

Tip: Access up to 7 years of quarterly data

All positions including Ooma held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ooma by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $363k 43k 8.53
2023-09-30 $568k 44k 13.01
2023-06-30 $468k 31k 14.97

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Ishares Tr Msci Usa Qlt Fct (QUAL)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding Ooma

Trigran Investments
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Royce & Associates
Russell Investments
Geode Capital Management
Robeco Investment Management
State Street Corporation
Jpmorgan Chase & Co
Acadian Asset Management
Dimensional Fund Advisors
Morgan Stanley

View all funds holding Ooma