Aigen Investment Management’s Roku ROKU Stock Holding History

Aigen Investment Management’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 Q1	–	Sell	-6,035	Closed	-$553K	–	963
2023 Q4	$553K	Buy	+6,035	New	+$505K	0.1%	301
2023 Q3	–	Sell	-31,739	Closed	-$2.03M	–	1047
2023 Q2	$2.03M	Buy	+31,739	New	+$1.93M	0.3%	87
2022 Q1	–	Sell	-25,228	Closed	-$5.62M	–	994
2021 Q4	$5.62M	Buy	25,228 +22,018	+686%	+$5.94M	0.35%	65
2021 Q3	$1.01M	Buy	+3,210	New	+$1.21M	0.19%	141
2021 Q2	–	Sell	-1,356	Closed	-$442K	–	694
2021 Q1	$442K	Sell	1,356 -8,160	-86%	-$3.2M	0.06%	315
2020 Q4	$3.16M	Buy	+9,516	New	+$2.5M	0.41%	48
2020 Q2	–	Sell	-10,121	Closed	-$885K	–	1215
2020 Q1	$885K	Sell	10,121 -6,332	-38%	-$729K	0.12%	250
2019 Q4	$2.2M	Buy	+16,453	New	+$2.26M	0.36%	54

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

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

BlackRock New York $5.72T AUM 30.48% 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

Aigen Investment Management's ROKU Position: Q1 2024 in Review

Aigen Investment Management sold out of Roku (ROKU) in Q1 2024, closing a stake of 6,035 shares — an estimated $553K sold.

Aigen Investment Management first reported a position in ROKU in Q4 2019 and held it in 8 quarters. The position peaked at $5.62M in Q4 2021. 574 funds tracked by Wall St. Rank hold ROKU as of Q1 2024.

Aigen Investment Management reported no remaining Roku position as of Q1 2024 after selling out during the quarter.
Aigen Investment Management sold 6,035 Roku shares in Q1 2024, an estimated $553K.
Aigen Investment Management first reported a position in Roku in Q4 2019 and held it in 8 quarters.
Aigen Investment Management's Roku position peaked at $5.62M in Q4 2021.
574 funds tracked by Wall St. Rank held Roku as of Q1 2024.

Based on Aigen Investment Management's 13F filing for Q1 2024, filed 14 May 2024.