All Terrain Financial Advisors’s Roku ROKU Stock Holding History

All Terrain Financial 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
2022 Q3	–	Sell	-1,857	Closed	-$153K	–	84
2022 Q2	$153K	Hold	1,857	–	–	0.07%	80
2022 Q1	$233K	Buy	+1,857	New	+$273K	0.09%	79
2021 Q4	–	Sell	-821	Closed	-$257K	–	89
2021 Q3	$257K	Hold	821	–	–	0.11%	67
2021 Q2	$377K	Hold	821	–	–	0.17%	59
2021 Q1	$267K	Sell	821 -548	-40%	-$215K	0.12%	62
2020 Q4	$455K	Sell	1,369 -2,633	-66%	-$691K	0.18%	57
2020 Q3	$756K	Buy	4,002 +7	+0.2%	+$1.11K	0.26%	49
2020 Q2	$466K	Sell	3,995 -293	-7%	-$33.5K	0.19%	61
2020 Q1	$375K	Buy	4,288 +818	+24%	+$94.2K	0.15%	81
2019 Q4	$465K	Buy	3,470 +280	+9%	+$38.5K	0.15%	84
2019 Q3	$325K	Sell	3,190 -11,000	-78%	-$1.35M	0.11%	106
2019 Q2	$1.28M	Buy	14,190 +7,710	+119%	+$619K	0.44%	43
2019 Q1	$418K	Buy	+6,480	New	+$347K	0.14%	93

Other funds holding ROKU

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

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

NAMA

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

BlackRock New York $5.72T AUM 30.48% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

All Terrain Financial Advisors's ROKU Position: Q3 2022 in Review

All Terrain Financial Advisors sold out of Roku (ROKU) in Q3 2022, closing a stake of 1,857 shares — an estimated $153K sold.

All Terrain Financial Advisors first reported a position in ROKU in Q1 2019 and held it in 13 quarters. The position peaked at $1.28M in Q2 2019. 553 funds tracked by Wall St. Rank hold ROKU as of Q3 2022.

All Terrain Financial Advisors reported no remaining Roku position as of Q3 2022 after selling out during the quarter.
All Terrain Financial Advisors sold 1,857 Roku shares in Q3 2022, an estimated $153K.
All Terrain Financial Advisors first reported a position in Roku in Q1 2019 and held it in 13 quarters.
All Terrain Financial Advisors's Roku position peaked at $1.28M in Q2 2019.
553 funds tracked by Wall St. Rank held Roku as of Q3 2022.

Based on All Terrain Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.