BDO Wealth Advisors’s Roku ROKU Stock Holding History

BDO 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
2022 Q1	–	Sell	-85	Closed	-$19K	–	1124
2021 Q4	$19K	Hold	85	–	–	﹤0.01%	629
2021 Q3	$27K	Hold	85	–	–	﹤0.01%	550
2021 Q2	$39K	Hold	85	–	–	﹤0.01%	500
2021 Q1	$28K	Buy	85 +25	+42%	+$9.8K	﹤0.01%	554
2020 Q4	$20K	Buy	+60	New	+$15.7K	﹤0.01%	464
2020 Q3	–	Sell	-5	Closed	-$1K	–	936
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	666
2020 Q1	$0	Buy	+5	New	+$576	﹤0.01%	812

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

BDO Wealth Advisors's ROKU Position: Q1 2022 in Review

BDO Wealth Advisors sold out of Roku (ROKU) in Q1 2022, closing a stake of 85 shares — an estimated $19K sold.

BDO Wealth Advisors first reported a position in ROKU in Q1 2020 and held it in 7 quarters. The position peaked at $39K in Q2 2021. 650 funds tracked by Wall St. Rank hold ROKU as of Q1 2022.

BDO Wealth Advisors reported no remaining Roku position as of Q1 2022 after selling out during the quarter.
BDO Wealth Advisors sold 85 Roku shares in Q1 2022, an estimated $19K.
BDO Wealth Advisors first reported a position in Roku in Q1 2020 and held it in 7 quarters.
BDO Wealth Advisors's Roku position peaked at $39K in Q2 2021.
650 funds tracked by Wall St. Rank held Roku as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.