APWM
ROKU icon

Atlas Private Wealth Management’s Roku ROKU Stock Holding History

Atlas Private Wealth 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
2020
Q4 		– Sell
-100
Closed -$19K – 407
2020
Q3 		$19K Hold
100
– – 0.01% 257
2020
Q2 		$12K Hold
100
– – 0.01% 315
2020
Q1 		$9K Hold
100
– – 0.01% 320
2019
Q4 		$13K Buy
+100
New +$13.7K 0.01% 327

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atlas Private Wealth Management's ROKU Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of Roku (ROKU) in Q4 2020, closing a stake of 100 shares — an estimated $19K sold.

Atlas Private Wealth Management first reported a position in ROKU in Q4 2019 and held it in 4 quarters. The position peaked at $19K in Q3 2020. 790 funds tracked by Wall St. Rank hold ROKU as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining Roku position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 100 Roku shares in Q4 2020, an estimated $19K.
  • Atlas Private Wealth Management first reported a position in Roku in Q4 2019 and held it in 4 quarters.
  • Atlas Private Wealth Management's Roku position peaked at $19K in Q3 2020.
  • 790 funds tracked by Wall St. Rank held Roku as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.