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Bear Mountain Capital’s Roku ROKU Stock Holding History

Bear Mountain Capital’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
2024
Q2 		– Sell
-140
Closed -$8.06K – 211
2024
Q1 		$8.06K Hold
140
– – ﹤0.01% 130
2023
Q4 		$11.9K Buy
+140
New +$11.7K 0.01% 113

Other funds holding ROKU

Fidelity Investments
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
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
Sumitomo Mitsui Trust Group
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Bear Mountain Capital's ROKU Position: Q2 2024 in Review

Bear Mountain Capital sold out of Roku (ROKU) in Q2 2024, closing a stake of 140 shares — an estimated $8.06K sold.

Bear Mountain Capital first reported a position in ROKU in Q4 2023 and held it in 2 quarters. The position peaked at $11.9K in Q4 2023. 534 funds tracked by Wall St. Rank hold ROKU as of Q2 2024.

  • Bear Mountain Capital reported no remaining Roku position as of Q2 2024 after selling out during the quarter.
  • Bear Mountain Capital sold 140 Roku shares in Q2 2024, an estimated $8.06K.
  • Bear Mountain Capital first reported a position in Roku in Q4 2023 and held it in 2 quarters.
  • Bear Mountain Capital's Roku position peaked at $11.9K in Q4 2023.
  • 534 funds tracked by Wall St. Rank held Roku as of Q2 2024.

Based on Bear Mountain Capital's 13F filing for Q2 2024, filed 23 Jul 2024.