Atlas Private Wealth Advisors’s Roku ROKU Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-20	Closed	-$6K	–	584
2021 Q3	$6K	Hold	20	–	–	﹤0.01%	545
2021 Q2	$9K	Hold	20	–	–	﹤0.01%	493
2021 Q1	$7K	Hold	20	–	–	﹤0.01%	554
2020 Q4	$7K	Hold	20	–	–	﹤0.01%	476
2020 Q3	$4K	Sell	20 -80	-80%	-$12.6K	﹤0.01%	505
2020 Q2	$12K	Buy	+100	New	+$11.4K	0.01%	385

Other funds holding ROKU

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

NAMA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Atlas Private Wealth Advisors's ROKU Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Roku (ROKU) in Q4 2021, closing a stake of 20 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in ROKU in Q2 2020 and held it in 6 quarters. The position peaked at $12K in Q2 2020. 791 funds tracked by Wall St. Rank hold ROKU as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Roku position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 20 Roku shares in Q4 2021, an estimated $6K.
Atlas Private Wealth Advisors first reported a position in Roku in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Roku position peaked at $12K in Q2 2020.
791 funds tracked by Wall St. Rank held Roku as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.