Atticus Wealth Management’s Roku ROKU Stock Holding History

Atticus 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
2022 Q1	–	Sell	-160	Closed	-$37K	–	616
2021 Q4	$37K	Hold	160	–	–	0.01%	258
2021 Q3	$50K	Hold	160	–	–	0.02%	235
2021 Q2	$73K	Hold	160	–	–	0.03%	196
2021 Q1	$52K	Hold	160	–	–	0.02%	209
2020 Q4	$53K	Hold	160	–	–	0.03%	205
2020 Q3	$30K	Hold	160	–	–	0.02%	208
2020 Q2	$19K	Sell	160 -10	-6%	-$1.14K	0.01%	213
2020 Q1	$15K	Buy	170 +160	+1,600%	+$18.4K	0.01%	216
2019 Q4	$1K	Buy	+10	New	+$1.37K	﹤0.01%	347

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

AIM

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

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

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

NAMA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Atticus Wealth Management's ROKU Position: Q1 2022 in Review

Atticus Wealth Management sold out of Roku (ROKU) in Q1 2022, closing a stake of 160 shares — an estimated $37K sold.

Atticus Wealth Management first reported a position in ROKU in Q4 2019 and held it in 9 quarters. The position peaked at $73K in Q2 2021. 650 funds tracked by Wall St. Rank hold ROKU as of Q1 2022.

Atticus Wealth Management reported no remaining Roku position as of Q1 2022 after selling out during the quarter.
Atticus Wealth Management sold 160 Roku shares in Q1 2022, an estimated $37K.
Atticus Wealth Management first reported a position in Roku in Q4 2019 and held it in 9 quarters.
Atticus Wealth Management's Roku position peaked at $73K in Q2 2021.
650 funds tracked by Wall St. Rank held Roku as of Q1 2022.

Based on Atticus Wealth Management's 13F filing for Q1 2022, filed 15 Apr 2022.