Apriem Advisors’s Roku ROKU Stock Holding History

Apriem 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
2019 Q2	–	Sell	-5,300	Closed	-$342K	–	139
2019 Q1	$342K	Buy	+5,300	New	+$283K	0.09%	90
2018 Q3	–	Sell	-2,000	Closed	-$85K	–	324
2018 Q2	$85K	Buy	+2,000	New	+$73K	0.02%	195

Other funds holding ROKU

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Apriem Advisors's ROKU Position: Q2 2019 in Review

Apriem Advisors sold out of Roku (ROKU) in Q2 2019, closing a stake of 5,300 shares — an estimated $342K sold.

Apriem Advisors first reported a position in ROKU in Q2 2018 and held it in 2 quarters. The position peaked at $342K in Q1 2019. 342 funds tracked by Wall St. Rank hold ROKU as of Q2 2019.

Apriem Advisors reported no remaining Roku position as of Q2 2019 after selling out during the quarter.
Apriem Advisors sold 5,300 Roku shares in Q2 2019, an estimated $342K.
Apriem Advisors first reported a position in Roku in Q2 2018 and held it in 2 quarters.
Apriem Advisors's Roku position peaked at $342K in Q1 2019.
342 funds tracked by Wall St. Rank held Roku as of Q2 2019.

Based on Apriem Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.