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Ahrens Investment Partners’s Roku ROKU Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$2.63K Buy
+40
New +$2.34K ﹤0.01% 853
2022
Q3 		– Sell
-223
Closed -$18K – 742
2022
Q2 		$18K Sell
223
-40
-15% -$3.88K 0.01% 520
2022
Q1 		$33K Sell
263
-100
-28% -$14.7K 0.01% 490
2021
Q4 		$83K Buy
+363
New +$97.9K 0.04% 318

Other funds holding ROKU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ahrens Investment Partners's ROKU Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Roku (ROKU) in Q1 2023: 40 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ROKU as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ROKU in Q4 2021 and has held it in 4 quarters since. The position peaked at $83K in Q4 2021. 536 funds tracked by Wall St. Rank hold ROKU as of Q1 2023.

  • Ahrens Investment Partners held 40 shares of Roku worth $2.63K as of Q1 2023.
  • Roku was a new Ahrens Investment Partners position in Q1 2023.
  • Roku made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #853 holding.
  • Ahrens Investment Partners first reported a position in Roku in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Roku position peaked at $83K in Q4 2021.
  • 536 funds tracked by Wall St. Rank held Roku as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.