Accuvest Global Advisors’s Roku ROKU Stock Holding History

Accuvest Global Advisors’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,411	Closed	-$222K	–	99
2024 Q1	$222K	Hold	3,411	–	–	0.1%	109
2023 Q4	$313K	Sell	3,411 -760	-18%	-$63.6K	0.33%	66
2023 Q3	$294K	Buy	+4,171	New	+$323K	0.16%	92
2022 Q1	–	Sell	-1,309	Closed	-$299K	–	120
2021 Q4	$299K	Buy	1,309 +340	+35%	+$91.7K	0.13%	103
2021 Q3	$304K	Buy	+969	New	+$365K	0.14%	91
2018 Q4	–	Sell	-15,021	Closed	-$1.1M	–	142
2018 Q3	$1.1M	Buy	+15,021	New	+$860K	0.41%	39

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Accuvest Global Advisors's ROKU Position: Q2 2024 in Review

Accuvest Global Advisors sold out of Roku (ROKU) in Q2 2024, closing a stake of 3,411 shares — an estimated $222K sold.

Accuvest Global Advisors first reported a position in ROKU in Q3 2018 and held it in 6 quarters. The position peaked at $1.1M in Q3 2018. 534 funds tracked by Wall St. Rank hold ROKU as of Q2 2024.

Accuvest Global Advisors reported no remaining Roku position as of Q2 2024 after selling out during the quarter.
Accuvest Global Advisors sold 3,411 Roku shares in Q2 2024, an estimated $222K.
Accuvest Global Advisors first reported a position in Roku in Q3 2018 and held it in 6 quarters.
Accuvest Global Advisors's Roku position peaked at $1.1M in Q3 2018.
534 funds tracked by Wall St. Rank held Roku as of Q2 2024.

Based on Accuvest Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.