AIM
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Anchor Investment Management’s Roku ROKU Stock Holding History

Anchor 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
2022
Q4 		– Sell
-200
Closed -$11 – 974
2022
Q3 		$11 Hold
200
– – ﹤0.01% 978
2022
Q2 		$16 Hold
200
– – ﹤0.01% 969
2022
Q1 		$25 Hold
200
– – ﹤0.01% 986
2021
Q4 		$46 Buy
+200
New +$53.9K ﹤0.01% 1005

Other funds holding ROKU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Anchor Investment Management's ROKU Position: Q3 2023 in Review

Anchor Investment Management sold out of Roku (ROKU) in Q3 2023, closing a stake of 100 shares — an estimated $6.4K sold.

Anchor Investment Management first reported a position in ROKU in Q3 2021 and held it in 8 quarters. The position peaked at $121K in Q3 2021. 541 funds tracked by Wall St. Rank hold ROKU as of Q3 2023.

  • Anchor Investment Management reported no remaining Roku position as of Q3 2023 after selling out during the quarter.
  • Anchor Investment Management sold 100 Roku shares in Q3 2023, an estimated $6.4K.
  • Anchor Investment Management first reported a position in Roku in Q3 2021 and held it in 8 quarters.
  • Anchor Investment Management's Roku position peaked at $121K in Q3 2021.
  • 541 funds tracked by Wall St. Rank held Roku as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.